22 November 2011 16:30
Professional Planner is running the second Dealer Group Summit in December. This event is tailored to the chief executives, managing directors and senior management of dealer groups and licensees. There are only limited places still available.
CLICK HERE to go to the conference website for full details and to register to secure your place.
Dealer Group Summit, dealer groups, executives, management
A standoff between platforms and advice businesses over who controls client data is holding back productivity gains that could transform the economics of advice. The Professional Planner Licensee Summit heard that platforms are sitting on client data that isn't theirs to keep and the industry can't reach its productivity potential until it changes.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
FORUM: Why success is is simple as A, B, and C"/>
FEATURE AMP aims for more advice to more people – and a 60-minute SoA"/>
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