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Fairstone Group founder and chief executive Lee Hartley is looking to be “disruptive on pricing” by investing in the firm’s adviser platform technology, Sahar Nazir writes ....
Infront, a leading provider of wealth management solutions, is now offering a web-based solution for end customers of wealth managers in Germany and Switzerland. ....
Infront, a leading provider of wealth management solutions, is now offering a web-based solution for end customers of wealth managers in Germany and Switzerland. The Wealth Portal is a modern platform that allows banks and wealth managers to provide their clients online access to investment information, evaluations, and documents anytime, anywhere. The new web-based solution ....
Melbourne Capital Group (MCG) Upgraded Online Wealth Portal To Offer More Benefits fnarena.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from fnarena.com Daily Mail and Mail on Sunday newspapers.
How to connect with the smartphone generation How to connect with the smartphone generation What does it take to properly service Millennial clients in a digital-first world? One adviser shares his firm’s approach to incorporating apps and social media in the advice process to engage younger generations. A A Fox & Hare co-founder and adviser Glen Hare said advisers needed to lead with education in engaging Millennial clients, as many were still unsure as to what service an adviser actually provided. Getting millennials in the door starts with breaking down the perceived notion that one needs to be old and rich to get financial advice, Mr Hare said. ....