Suhana Gordhan’s Post

Introducing #OnMyWatch Many corporates and holding companies have a Code of Conduct. The problem is that it is consumed in private; it is read, not felt, not believed, and it doesn’t feel like like it’s part of our everyday lived experiences. This is the first of its kind that we have created - a Code for the entire industry to own, adopt and live by. Read it and let it live in your hearts and minds. We are here to educate and help each other to know what is harmful behaviour. We are doing this because, quite simply, we would like this industry to be better – for you and I to be better. If you would like a high-res copy to put up in your offices, please drop us an email at thewomen@openchair.tv. We will be sharing more details soon, on how to adopt this code.

The key to success in the modern financial industry lies in balancing authenticity and compliance. ActiveComply offers a unique blend of technology and expertise to help you strike that balance effectively. Let's explore how ActiveComply's solutions can empower your institution to engage with clients on social media authentically while adhering to regulatory standards. Reach out to me for a personalized consultation. We will save you time, money, and help you boost your business. #Authenticity #Compliance #ActiveComply

Linktank bridges the gap, interpreting what advice practices actually need from technology to ensure that the technology is adopted and effective. Making it possible to ignite financial evolution. Join us in shaping the future. #financialtransformation #digitalfinance #innovationinfinance #linktank

How do you reshape the future of wealth management? It begins with the foundation—building the only custodian dedicated exclusively to RIAs. In his latest #AdvisorTech roundup, Michael Kitces shares his POV on how we’re changing the landscape. Read about it below.

📣 *APPEAL FOR TRANSPARENCY AND JUSTICE* 🚨 *Digital Melons Agency Exposed: Unethical Practices Unveiled* It is with a heavy heart that I share a distressing situation involving Digital Melons Agency, headed by Mr. Asher Mirza and Ateeb Javed. Despite maintaining profiles on LinkedIn, the company has mysteriously ceased operations, leaving its employees in financial turmoil. ⚠️ False Promises and Fleeing Responsibilities The individuals in question have distanced themselves from any financial obligations, claiming a parent company would handle payments. Astonishingly, neither the supposed parent company nor the duo themselves have fulfilled this commitment, leaving employees in a dire financial situation. 🔍 The Ongoing Issue of Unethical Business Practices Sadly, this incident is not an isolated one. In a similar vein that happened with me, Salsoft Technologies (Pvt) Ltd prolonged the payment process, requiring constant follow-ups and feeling akin to begging for hard-earned money. It is disheartening to witness such practices within our professional landscape. 👉 Advocating for Accountability We implore the community to unite against such unscrupulous practices. Let us raise our voices and demand accountability for those responsible. Every individual deserves to be treated fairly and with respect, especially when it comes to their hard-earned remuneration. 💔 A Call to End Exploitation Such instances of exploitation have no place in our professional community. It is high time we collectively stand against these practices and advocate for a workplace culture built on transparency, integrity, and fairness. 🔄 Breaking the Silence I share this to break the silence surrounding unethical practices, and I urge you to share this post to amplify the call for justice. Let's ensure those affected receive the support they need and work together to create a professional environment free from exploitation. 👊 #EndUnethicalPractices #EmployeeRights #JusticeForEmployees #CorporateEthics #ProfessionalIntegrity #DigitalMelonsAgency #SalsoftSolutions #SayNoToExploitation ✨ Together, we can make a difference! 🌐

🌟 Exciting News Alert! 🌟 The newest Unboxed Advisors blog post is live! What does getting Unboxed mean? It's about breaking free from the confines of tradition, and unleashing the full potential of our expertise to drive impact and success for our clients. Dive into the latest blog post to learn more! 💼✨ #financialstrategy #strategicgrowth #successmindset Susan Bryant, CPA, CTP https://lnkd.in/gbqU3p_6

This month's #AdvisorTech on Kitces.com kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors. We also rounded up some of the latest highlights and discussions: -Communications archiving solution Archive Intel has recently raised $1M in startup capital, as it builds a tool that reflects clients' changing communication preferences by including messaging apps like iMessage and (in the near future) WhatsApp -Financial planning software platform RightCapital has introduced its own built-in risk tolerance assessment tool, RightRisk, allowing users to embed risk tolerance conversations directly within the financial planning process -Couplr AI a white-labeled software tool for creating data-based matches between prospects and advisors, has announced a partnership with the American College of Financial Services And we've added the following companies: -Waterlily Planning (Healthcare/Medicare) -COREnology (Behavioral Assessments) -Couplr AI (Sales Enablement) -AllocateRite (Portfolio Management) -Habits Inc. (Advisor Lead Gen) -AdvisorX AI (Digital Marketing) -Vega Minds (Client Meeting Support) -Filenote ai BLV Solutions (Client Meeting Support) -FieldKo (Client Meeting Support) -zCalc Estate Planner Thomson Reuters (Estate) -COMPLY (Compliance) https://bit.ly/4aIX0PM

This week, we revealed the results of our #AdviceMapOfBritain, which exposes disparities across the UK. Technology holds unprecedented potential to broaden financial advice access in three key ways: 1. Reducing the cost of client servicing 2. Enabling advisers to increase their number of clients 3. Assisting advisers in reaching clients in new locations Learn more about #DigitalAge developments that can significantly improve people's lives. https://ow.ly/CAoq50QaEJx #AdviserTech #AdviceGap #FinancialAdvice

In a dynamic industry like ours, a one-size-fits-all approach often falls short. While equality suggests fairness by treating everyone the same, equity ensures fairness by recognizing and addressing individual needs, thereby levelling the playing field in a more meaningful way. In the #Fintech landscape, this means designing solutions that cater to the unique financial needs and circumstances of each user. Whether it’s personalized financial advice, tailored lending options, or adaptive user interfaces, the goal should be to empower every individual to achieve their financial aspirations. Prioritizing equity not only fosters a more inclusive and supportive environment but also drives innovation that truly meets the diverse needs of customers. It’s about creating an ecosystem where everyone has the tools and opportunities to thrive, regardless of their starting point.? Let’s aim to build a future where fairness is defined by the support and resources we provide to each unique individual. #Innovation #InclusiveTech

According to McKinsey & Company research, when nearly 6,000 affluent and high-net-worth clients were asked how they want their investment accounts serviced, these investors responded with their preferences in this order: ▶️ #1 Digital - website or mobile app ▶️ #2 Remote - virtual communication methods including email, phone, and video conference ▶️ #3 In-person What is your blueprint for a client service model in a virtual world? Get our research on 4 major trends that have the potential to determine winners and losers in the investment advisory industry. https://hubs.la/Q02d_MhB0 #clientservicing #advisors #technology #advisortech #fintech