Industry stalwart adviser Tony Gilett talks about his passion for financial planning and why he decided to take on the challenge of new education standards and exams after decades of giving advice alongside AFCA’s June Smith who funnels her law background, ethics research and dispute resolution experience into the conversation.
‘Data war’ a major roadblock to big productivity gains for advisers
A standoff between platforms and advice businesses over who controls client data is holding back productivity gains that could transform the economics of advice. The Professional Planner Licensee Summit heard that platforms are sitting on client data that isn't theirs to keep and the industry can't reach its productivity potential until it changes.
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