How advisers have adapted to COVID-19


Information for advice professionals only.

Kathy Vincent, BT's General Manager Platforms, Investments & Operations explains how Australian advisers have rapidly adapted to the impacts of COVID-19, including how technology has transformed and enhanced behaviours and relationships between advisers and clients.

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BT’s Chris Mather, Head of Distribution, BT Platform, Distribution & Services, recently presented at a Philo Capital Advisors webinar on quantifying the benefits of managed accounts.
Thriving advice businesses focus not just on the quality of advice they give, but on the efficiency of producing it. Slipstream calls this "The Factory" and they believe, like many others in the industry that there is nothing better than seeing a Factory that really hums!
Slipstream is seeing a growing momentum from advisers, and potentially regulators, to move towards annual service agreements.

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