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Panorama signals new vistas in virtual environment

Relationship and trust are important aspects of investment advice and the personal experience element helps in the decision-making process for investors.

Christopher Niesche

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The provision of financial advice has long been a relationship business, based on sit-down meetings between advisers and clients.

But for financial advisers like Patrick Duke, that changed with the COVID-19 pandemic, when face-to-face meetings suddenly became an impossibility.

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    Original URL: https://www.afr.com/companies/financial-services/panorama-signals-new-vistas-in-virtual-environment-20210527-p57vt0