Tick-a-box approaches to compliance may not only be expensive and time consuming but they could also be holding advisers back from taking the next step in putting ethics into practice and advancing towards broader community trust and professional recognition, JB Were’s Kym Bailey and McMahon Clarke’s Selina Nutley discuss.
What Australian advisers can learn from their UK counterparts about AI and client relationships
A Netwealth report following a recent study tour of UK advice firms shows a promising industry where AI is complementary to human qualities such as empathy, curiosity and communication, rather than a replacement.
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