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Data is key to delivering clients a wholistic view of their wealth
Harnessing data to solve challenges in the wealth management industry is set to take centre stage over the next few years and beyond as we collaborate to make wealth management more efficient, more accessible and more cost-effective.
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Fortnum backs data as game-changer in advice
Financial advice is a service valued by many Australians, and while many more are interested in seeking advice, it is currently not accessible to all.
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Making data the advice hero
Financial advice is a service valued by many Australians, and while many more are interested in seeking advice, it is currently not accessible to all.