The Changing Landscape Of Investment Operations – 2020

The virtually held 2021 Investment Operations Conference by Conexus Financial traversed several key themes across the industry, with a large focus on people, data and technology, the mainstays from what was 2020. Kaizen Recruitment had the privilege to not only attend but also present at this conference in the panel: People and COVID: Sourcing, Training and Retaining…

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Who owns the clients in a Financial Planning business?

One of the main questions I am asked by employers when recruiting for Financial Advisers is, can the Financial Adviser bring across clients? While this request may seem harmless, it holds a lot more to it than at first glance, it raises the question “who actually ‘owns’ the clients”? When businesses are hiring a Financial…

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