Through the muck and the mire of 2019 one thing has remained constant; participants and purveyors in and around the financial planning industry have their own – often strong – opinions on the world around them.
18 December 2019 11:14
AFA, AIST, AMP, Andrew Inwood, CoreData, Dante De Gori, eva scheerlinkck, FASEA, FPA, Geoff Lloyd, MLC Wealth, Phil Anderson, Stephen Glenfield
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‘CRMs probably die a slow death’: Netwealth CEO
Netwealth chief executive Matt Heine believes CRMs will “die a slow death” as their place in the advice process becomes redundant. But the head of the fast-growing platform is aware that licensees are eyeing tech capabilities and the potential control that can be regained over the advice process by being the proprietors of those services.
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