Dealer Group Summit II – closing soon!

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.

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Clients’ growing use of AI serves up opportunities for advisers

Clients’ growing use of AI serves up opportunities for advisers

AI is increasingly being used by individuals to inform financial decisions and improve their education on financial advice, according to new Financial Planning Standards Board research. This is in turn creating an opportunity for advisers to help clients contextualise and correct that information.

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