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. Â
Platform satisfaction tied to adviser growth ambitions: Research
Adviser platform satisfaction is fundamentally tied to how well a platform supports the adviser’s business growth ambitions, according to a report from SuitabilityHub and CoreData found. The inaugural research also covers which platform is building the most new business relationships.
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