Ten tips for better data
Rather than simply being a by-product of the services financial advisers offer, data now plays an important role in the financial advice process. Modern technology can unlock the client information
Source: ifa.com.au
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intelliflo appoints MLC's Geoff Rogers as head of Australia
“Financial advice has never been more important, and all our data shows that the pandemic has dramatically accelerated the adoption of technology by both advisers and their clients. We are excited by the opportunity and responsibility we have in helping Australian financial advisers and their businesses thrive.” Rogers had 30 years of investment experience and prior to his role as group executive advice at MLC, he was general manager of MLC wealth distribution, and had also held a range of senior executive roles including general manager of NAB financial planning, and general manager of i...
Source: moneymanagement.com.au