In this episode, David Harris discussed about:

* Education pathway initiative for financial advisors
* Increased oversight by superannuation trustees, and concerns about Financial Disclosure Statements.
* Recent merger of the SSHH Unit Trust and Fintegrity Wealth
* Fintegrity Wealth’s advisors were set to attend the Advice Evolution Conference.
* CPD Program success in enhancing advisor knowledge and aligning advice with the client objectives
* Businesses underlying risks in emails and online correspondence
* New team members Gmirah (GM) the new executive assistant and Jeff Haydn as the new Head of Advice
* iExtend

Ver todos los episodios