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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What Australian advisers can learn from their UK counterparts about AI and client relationships

What Australian advisers can learn from their UK counterparts about AI and client relationships

A Netwealth report following a recent study tour of UK advice firms shows a promising industry where AI is complementary to human qualities such as empathy, curiosity and communication, rather than a replacement.

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