Archives - November 2018

29
Nov

Australian Asset management firms failing on transparency for customers

Australian Asset management firms failing on transparency for customers Australia’s biggest asset management firms are failing to offer consumers clearly written, understandable content, a new report has suggested. SYDNEY, November 29, 2018 – Poor communication fails customers – and damages trust. VisibleThread, the content optimisation vendor, has released its readability study of the top 39 …

15
Nov

FAR/DFAR – How to save time and automate your compliance process: Webinar

FAR/DFAR – How to save time and automate your compliance process: Webinar: Slide Deck & Recording  This webinar is now over. We held it on Thursday November 15th, 2018. And here is the original webinar description   If you’re a contracts or proposal manager for US federal programs, FAR and DFAR will be of vital …

8
Nov

Advisors, talk to your clients

Advisors, talk to your clients From The Globe and Mail with Dianne Maley Published: November 8, 2018 Original Post: https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-advisors-talk-to-your-clients/ If you’ve been an advisor for some time, this probably has happened to you: Without a word of warning, a good client whom you thought was satisfied submits a dreaded “request to transfer” form. “I …