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Investment Specialist Forum

Thank you to everyone who joined us at the Investment Specialist Forum last week in Sydney. Once we are able to share some of the slides we will.

In the meantime, please provide your feedback, of the two days using the below links.

Investment Specialist Forum – Day 1 feedback

Investment Specialist Forum – Day 2 feedback

 

Netwealth Advice Tech Survey
If you attended the Investment Specialist Forum this week you would have heard Matt Heine at Netwealth speak about the annual advice tech report that they produce which examines what technology advice firms use, discusses best practices in implementation and examines trends in tech adoption. This year the report will pay special attention to tech usage post Covid-19, cybersecurity, client ‘big’ data and digital marketing.
The survey takes approximately 15 minutes to complete CLICK HERE to take the survey.
Rick Warren Nullarbor Bike Ride

Cassandra Sorby-Adams spoke about a cause close to her heart. Rick Warren, Founder of We Make a Difference is completing a 24-day bike ride across the Nullarbor from Perth to Adelaide. All proceeds will be donated to four charities – perhaps inspiring others to take part in random acts of kindness. To donate and find out more about Rick’s journey go to wemakeadifference.com.au/nullarborbikeride.

 

In this Edition

·       The View

·       CoreData Licensee Survey

·       Investment Specialist Forum

·       FSG and Advice document changes

 ·       Save the Date

·       Upcoming Webinars

·       CPD Reminder

 ·       FASEA Exam Update

·       Kaplan Professional Study

·       From our Corporate Partners

 

Go Back
[wpseo_breadcrumb]

Investment Specialist Forum

Thank you to everyone who joined us at the Investment Specialist Forum last week in Sydney. Once we are able to share some of the slides we will.

In the meantime, please provide your feedback, of the two days using the below links.

Investment Specialist Forum – Day 1 feedback

Investment Specialist Forum – Day 2 feedback

 

Netwealth Advice Tech Survey
If you attended the Investment Specialist Forum this week you would have heard Matt Heine at Netwealth speak about the annual advice tech report that they produce which examines what technology advice firms use, discusses best practices in implementation and examines trends in tech adoption. This year the report will pay special attention to tech usage post Covid-19, cybersecurity, client ‘big’ data and digital marketing.
The survey takes approximately 15 minutes to complete CLICK HERE to take the survey.
Rick Warren Nullarbor Bike Ride

Cassandra Sorby-Adams spoke about a cause close to her heart. Rick Warren, Founder of We Make a Difference is completing a 24-day bike ride across the Nullarbor from Perth to Adelaide. All proceeds will be donated to four charities – perhaps inspiring others to take part in random acts of kindness. To donate and find out more about Rick’s journey go to wemakeadifference.com.au/nullarborbikeride.

 

In this Edition

·       The View

·       CoreData Licensee Survey

·       Investment Specialist Forum

·       FSG and Advice document changes

 ·       Save the Date

·       Upcoming Webinars

·       CPD Reminder

 ·       FASEA Exam Update

·       Kaplan Professional Study

·       From our Corporate Partners

 

Go Back