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Rani JarkasFinancial Services – Technology Challenges That Independent Financial Planners Face-converted

Independent financial plannersplay an increasingly crucial role in the mainstream of the investment world nowadays, encompassing clients overall financial needs and providing objective advice that is in their best interests.

Ranijarkas
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Rani JarkasFinancial Services – Technology Challenges That Independent Financial Planners Face-converted

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  1. Rani JarkasFinancial Services – Technology Challenges That Independent Financial Planners Face Independent financial plannersplay an increasingly crucial role in the mainstream of the investment world nowadays, encompassing clients overall financial needs and providing objective advice that is in their best interests. However, they are also facing several challenges, for example those come along with the technology evolution. Mr. Cai Chongzhi, Vice Chairman of the Financial Planning Standards Board China Advisory Committee commented when speaking at the China CFP Summit 2016 that the automatic information exchange mechanism implies a sea change in traditional offshore asset planning. With innovations flood into the financial services sector, the application of new technology such as big data, artificial intelligence and cloud computing will become more widespread,brining tremendous changes to the financial planning industry.Information will become more easily accessible and asset allocation will get more automated, which means customers will become more demanding when it comes to financial planning services. As an independent financial services provider, CedrusInvestments is a global boutique investment firmfounded by Mr. Rani Jarkas more than 18 years ago. Mr. Jarkas is an elite international financial services executive who helps both individual and corporate clients achieve customized premium financial planning goals. Being agile, nimble and innovative, Cedrus is a new breed of firm that has developed a powerful presence in global investment management. The firm is headquartered in Hong Kong, withoffices in Shanghai, Beijing, Shenzhen, Jakarta, Cayman Islands and New York. Its clients include tier-one institutions, family offices, governments and corporations in Asia, Africa, Australia, Europe, North America and the Middle East. To address to the technology challenges,Cedrus Investmentsutilizes a state-of-the-art, open-architecture platform and some of the most cutting-edge technologies in the marketplacethat continue to keep its clients’ investments well positioned in this rapidly-evolving investment environment globally. Cedrus’ platform offers clients various advantages including global access, anonymous order execution, single account/multiple currencies, transparency, and optimal execution. Cedrus’ scale and independence have enabled the firm to gain access to investment opportunities such as private equity funds and private placements that its clients would not necessarily be able to tap elsewhere. And it wields its clout to win price breaks from investment products providers. “Many firms have their own products to peddle, even independent firms; others are truly independent but don’t bring the negotiating power to the table,” Mr. Jarkas says. “But we’ve been able to deliver on both and our clients are satisfied with the outcomes.”

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