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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Beyond the numbers: Advice that makes the invisible visible

Beyond the numbers: Advice that makes the invisible visible

The benefits of good advice go far beyond money management, and this is reflected in the evolving role of advisers, according to new research by Russell Investments. Professional Planner, in partnership with Russell Investments, assembled leading advice professionals to discuss the less visible, more intangible aspects of advice, such as reassurance, peace of mind and confidence, and how to accurately price for these outcomes.

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