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
IN FOCUS Investing to help clients live long and prosper"/>
FEATURE: A look inside AMP’s new goals-based advice business"/>
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