Implemented Portfolios makes strategic appointments amidst accelerated growth

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Australian based Managed Discretionary Accounts provider, Implemented Portfolios Limited (Implemented Portfolios) has announced the strategic appointments of Naomi Christopher to National Manager – Marketing and Communications, and David Plumb as independent non-executive director. The company celebrated reaching $1Billion in Funds Under Management, as well as bolstering its senior management team back in March of this […]

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What does the future of advice look like? The onset of virtual advice

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The new digital era charging through our industry brings with it a collision of sales, marketing, social interaction, technology and human behaviour that is truly fascinating.  This collision can also be dangerous for businesses that are unprepared, particularly service businesses. It’s no secret that we are changing the way we use technology and why we […]

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