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.
Claude for advisers has regulators and competitors on alert
ASIC says it is closely monitoring developments such as the new Claude for financial advisers’ plugin – launched this week – and its potential implications for the Australian market. Incumbent tech vendors are also watching.
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