Thanks to Louise Parker, director of FLM for chatting with me about the digital solutions she uses to better advise her senior clients. https://t.co/AgEDnn4l5D
If you aren't already paying attention to #AI, now is the time. In this recent post, I share some of the practical applications of key #accounting and #advice software providers that are making great strides with this technology. https://t.co/mUdOLe9fLC
Excited to win the Excellence in Wealth Management award at the 2020 Finnies - so proud of the team for launching world first technology that is making such a huge impact!
The moment we were announced as winners for Excellence in Wealth Management at @ausfintech's #Finnies 2019 awards! 🍾Congratulations to all finalists and a BIG thank you to all of our team, partners and clients who have been part of the journey! #industryawards@stephenjackel
We're delighted to have won two awards at this year's #fintechbusinessawards! Thank you to our staff, Partners and clients, without whom this wouldn't have been possible. Congratulations to all the nominees & winners!
One challenge financial #advisers contend with is how to help clients develop better long-term focus. My thoughts on how to stick to your #finanicalgoals in 2019. @businessinsider https://t.co/ZJccC5BQjA