Tick-a-box approaches to compliance may not only be expensive and time consuming but they could also be holding advisers back from taking the next step in putting ethics into practice and advancing towards broader community trust and professional recognition, JB Were’s Kym Bailey and McMahon Clarke’s Selina Nutley discuss.
EP2, Season 2: Where compliance ends and the Code begins
Technology
‘Not a want, it’s a must’: Automation should be at the heart of CRM choice
Customer relationship management software choice is pivotal to building a tech stack – and not only is finding the right one essential – it should be adaptable to AI and automation to help drive future business efficiency, the Netwealth Accelerate Summit has heard.
Chris DastoorSeptember 13, 2024
Opinion
Creating a performance enhancing remuneration model for staff
Sue ViskovicSeptember 10, 2024
Industry Updates
ASIC calls out product issuers on DDO compliance
Industry UpdatesSeptember 10, 2024