In this stage of the industry’s progression, documentation will play an important role in advisers’ ethical practices, Jon Scukovic from Park Lane Advice Group in Melbourne and Western Sydney University’s Michelle Cull discuss in a conversation that traverses some of the principles and practicalities of implementing ethical practices.
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. The inaugural research also covers which platform is building the most new business relationships.
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