Financial Services 2025: What's in everyone' best interest?
|Wednesday, 2 August 2017Jonathan (Jon) Howie (Head of iShares Australia, BlackRock Investment Management (Australia) Limited)|
Maria Wilson (State Sales Manager, Macquarie Banking Group)
|With strong growth forecast in the Australian retirement savings pool to 2025 and beyond, the prospects for financial planning businesses continue to be promising. But as the market grows, so too does investor demand and compliance requirements.
How can firms successfully evolve their advice practices to seize every opportunity, yet maintain a client-focused approach? What role does technology and advances in practice management play in this quest? And how can advisers strike a balance between increasing growth in their business via improved efficiencies and scale, while ensuring clients' 'best interests' are front and centre?
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