A full-day event that taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.
The industry super fund’s head of advice challenged a room full of advisers about the way they charge their clients, fully aware that she might make a few squirm.
Tahn SharpeJuly 31, 2019
AIA’s Justine Marquet reminds managers and principals that as business leaders they take responsibility for the mental health and well being of their staff.
Tahn SharpeJuly 9, 2019