There are things advisers can do right now to reduce the size and complexity of Statements of Advice, improve advice and produce better outcomes for consumers. Some involve artificial intelligence; some require better thinking about processes. But none of them depend on actions out of Canberra, the FAAA Congress has heard.
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.
Advice
1