CRM systems and financial adviceBY DYLAN NAVRA | VOLUME 9, ISSUE 1 Every adviser is acutely aware of their mounting administration burden. Not only do advisers have to provide sound advice, they must also show how and why they have provided it. Get articles like this delivered to your email - Sign up for the free monthly newsletter  More Articles |
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Mining, property fuel Aussie billionaires' wealth
Australian billionaires' riches are highly concentrated in mining, financial services, technology and property, accounting for 0.7% of the total US$15.1 trillion in global wealth studied by the 2026 Billionaire Census.
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Further Reading
Cover Story
Generation next
JAMES GOWING
FINANCE DIRECTOR
GOWING BROS LTD
FINANCE DIRECTOR
GOWING BROS LTD
To sustain a successful multi-generational business and legacy requires investment acumen grounded in strong family values. As part of the rising generation at Gowing Bros, executive director of finance James Gowing is helping position the 158-year-old company for the future. Karren Vergara writes.
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I totally agree Dylan. Advisers and Adviser Groups are starting to realise the commercial impact new regulations are placing on back office tasks. Managing a small number of clients say 50 is manageable via a manual system but as your client base continues to grow, it becomes too onerous to manage. Automating processes for compliance and marketing becomes critical to continue to provide a great customer experience whilst giving you the time to focus on growth rather than admin tasks.