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

, , ,

Leave a Comment

The most critical debate for the advice profession right now

The most critical debate for the advice profession right now

The advice industry has had some important debates over the past 30 years, including fees versus commissions, who owns the client and a new class of adviser, but another critical issue is playing out right now, requiring advisers’ urgent attention, according to AZ NGA’s Paul Barrett.

Sort content by