Prospective clients are asking AI for financial advice expertise long before they contact an adviser, writes Assured Support’s Sean Graham. Licensees that restrict what advisers publish may be managing one risk while creating another: being absent when trust is formed.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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