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On Practice

2026 Advice Policy Summit

Tech must lead productivity agenda for financial advice

The recent Professional Planner Advice Policy Summit reinforced the need to articulate the value of advice and expand consumer access to it by fostering different advice models, leveraging new technologies like AI and automation, and lifting productivity. Advice practitioners who travelled to Canberra for the summit reflected that the whole ecosystem has a role to play.
Professional PlannerMarch 25, 2026
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