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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Platform satisfaction tied to adviser growth ambitions: Research

Platform satisfaction tied to adviser growth ambitions: Research

Adviser platform satisfaction is fundamentally tied to how well a platform supports the adviser’s business growth ambitions, according to a report from SuitabilityHub and CoreData. The inaugural research also covers which platform is building the most new business relationships.

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