Video snapshot: Dealer Group Summit

Professional Planner Online asked presenters, panelists and delegates to reflect on another successful Professional Planner Dealer Group Summit and the issues discussed.

Financial Planning Association general manager of policy & government relations Dante De Gori

 

 

Premium Wealth Management general manager Paul Harding Davis

 

 

Perennial Investment Partners head of retail funds management Brian Thomas

 

 

Baker & McKenzie partner Astrid Raetze

 

 

Godfrey Pembroke general manager Tom Reddacliff

 

 

AIA Australia head of product and marketing Tim Tez

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Pick one task, hasten slowly: How to avoid AI decision paralysis

Pick one task, hasten slowly: How to avoid AI decision paralysis

For an advice practice just starting out, AI implementation is daunting and can lead to decision paralysis, and Iress and Signal Advisory research found that 34 per cent are unsure where to begin or which tools to trust. But rushing in with inadequate policies and governance can cause just as many problems as doing nothing.

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