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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How AI use is reshaping financial advice consumption

How AI use is reshaping financial advice consumption

ASIC’s 2026-27 Corporate Plan and new research by McCrindle touch on the consumer impact of AI-generated financial advice, reinforcing the expression “a little knowledge is a dangerous thing”. Professional advisers are spending an increasing amount of time unwinding beliefs and misconceptions caused by AI and re-educating clients.

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