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How to become a tech-focused advice business

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In this episode of The ifa Show, host Sarah Kendell is joined by Phillips Wealth Partners director and senior adviser Craig Phillips, who has recently ramped up his focus on tech and automation as a priority in his specialist aged care advice business.
Craig discusses the ways he has taken his older client base on the journey to a digital-first advice world and how software has eliminated the need for paraplanning support in his practice. He also unpacks the best resources for advisers looking to implement a technology strategy in their business and what tools he uses to efficiently keep on top of his compliance and client engagement. ....

Sarah Kendell , Robyn Tongol , Craig Phillips , Phillips Wealth Partners , சாரா கெண்டெல்ல் , கிரேக் பிலிப்ஸ் , பிலிப்ஸ் செல்வம் கூட்டாளர்கள் ,

ITI FUNDS RUSSIA-FOCUSED USD EUROBOND: Net Asset Value(s)

DJ ITI FUNDS RUSSIA-FOCUSED USD EUROBOND: Net Asset Value(s) ITI FUNDS RUSSIA-FOCUSED USD EUROBOND (RUSB) ITI FUNDS RUSSIA-FOCUSED USD EUROBOND: Net Asset Value(s) 25-Feb-2021 / 12:20 CET/CEST Dissemination ....

Kostenloser Wertpapierhandel , News Service , Net Asset Value , Regulatory Announcement , Asset Value , Dow Jones Newswires , Euro Bond , செய்தி சேவை , நிகர சொத்து மதிப்பு , ஒழுங்குமுறை அறிவிப்பு , சொத்து மதிப்பு , யூரோ பத்திரம் ,

Establishment Labs : Announces Raj Denhoy Has Joined the Company as Head of Strategy and Investor Relations

Establishment Labs Holdings Inc. , a medical technology company focused on women’s health, initially in the breast aesthetics and reconstruction market, announced today that Raj Denhoy has been. | March 1, 2021 ....

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Wellington Management Expands Private Investing Capabilities with New Climate-Focused Senior Investors

Wellington Management Expands Private Investing Capabilities with New Climate-Focused Senior Investors
Wellington Management, one of the world s largest independent investment management firms, today announced it has hired two senior investors focused on private market sustainable investing. This additional investment in resources builds on the firm s 14 years in climate investing, 27 years in alternatives investing and close to US$5 billion in dedicated committed capital in the private markets.
The new investors include Greg Wasserman, who brings 20 years of venture and growth investment experience across energy transformation, mobility, enterprise digitization, infrastructure, and fintech, the majority of which has been focused on climate solutions and sustainability, and Sean Petersen, who brings 15 years of global venture investing experience focused on climate, e-logistics, education and health. The new investors bring significant venture capital background with deep ....

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Global Human Capital Management (HCM) Market is expected to grow steadily at CAGR of 8% in the Forecast Period of 2021-2026

The new report by Expert Market Research titled, ‘
Human Capital Management (HCM) Market Report and Forecast 2021-2026 , gives an in-depth analysis of the Human Capital Management (HCM) Market, assessing the market based on its segments like Offering, Deployment, Enterprise Size, End Use and major regions like Asia Pacific, Europe, North America, Middle East and Africa and Latin America. The report tracks the latest trends in the industry and studies their impact on the overall market. It also assesses the market dynamics, covering the key demand and price indicators, along with analyzing the market based on the SWOT and Porter s Five Forces models. ....

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