What does the advice practice of 2020 look like?
EXCLUSIVE A handful of leading financial advisers from across Australia reveal the strategies they are adopting to drive growth over the coming year.
On 20 November 2019, ifa held its inaugural Advice Practice of 2020 Roundtable, partnered by Iress. The Sydney event saw four advisers come together to discuss how they are managing change, what options they are exploring for growth and how new technologies are driving efficiencies and client engagement in their practices.
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The roundtable was hosted by ifa editor James Mitchell and included Iress CEO Andrew Walsh, Iress managing director of wealth management Tizzy Vigilante, Natalie Berrell of Private Wealth Partners, principal partner at Birling Wealth Management Mark Malone, Integral Private Wealth founder David Simon, and Finnacle founder Prashant Nagarajan.
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