Lisa D. Iulo
Lisa D. Iulo’s profile on The Conversation
Source: theconversation.com
Professional Planner News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Jua Cilliers on the need to activate our communities to be local heroes
Jua Cilliers Head of school -Built environment, faculty of Design, Architecture and BuildingUTS Read more Jua Cilliers is the current Head of the School
Source: thefifthestate.com.au
Inflows surge into fixed income ETFs, latest data shows
ETFs have become the beneficiary of increased fixed income inflows as younger professional advisers prefer the simplicity and low cost of using retail exchanges.
Source: professionalplanner.com.au
Get to the point: Clear advice will win out - Professional Planner
With speculation mounting over the future of Statements of Advice, the fundamental focus won’t shift – advisers must prioritise clear advice strategies.
Source: professionalplanner.com.au
Advisers prioritise efficiency and reliability – but are advicetech vendors delivering?
AI systems like ChatGPT and the Quality of Advice Review have dominated discourse in the advice profession, so it’s no surprise it will lead the insights Investment Trends aims to gather in its latest tech needs survey.
Source: professionalplanner.com.au