Synchron launches virtual catch ups
Synchron has announced the launch of its weekly virtual catch up series to help advisers adapt and conduct business during COVID-19 pandemic.
The firm said the catch ups, which would be hosted via the virtual meeting platform, would feature an invited guest each week who would participated for 30 minutes while the remaining time would be made available to advisers to ask questions and share ideas.
The catch ups would also be intended to help advisers overcome feelings of isolation and stay connected, the firm said.
“It’s easy to fall into the trap of focusing on how we wish things were, instead of looking at the reality and asking, how can we adapt?” Synchron’s director, Don Trapnell, said.
“At Synchron we understand that when things feel chaotic and out of control, sometimes the best thing we can do is to take the time to focus on the positive.”
The sessions would be open to all Synchron advisers and selected business partners.
AUTHOR
Oksana Patron
Recommended for you
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.
Australian investors are more confident than their APAC peers in reaching their financial goals and are targeting annual gains of more than 10 per cent, according to Fidelity International.
Zenith Investment Partners has lost its head of portfolio solutions Steven Tang after 17 years with the firm, the latest in a series of senior exits from the research house.
