Advice Evolution - Non Weekly Update

David talks about CFS, Conflicts and the conference

This second interview with John Wright covers compliance around FDS's and New Advice, Best Interest Duty, TWA's Execution only - Client directed, Scoping and File Notes and some more.

CEO Update # 17 is an interview with Simon Betchley from Worksorted (Advice Evolution's CRM).

CEO Update # 16 covers Code of Ethics,  Audit Actions, Procedures Manual for Practices, Worksorted, Financial Mappers and some more

This Interview with AE's Chairman of the Board covers AE's position in the Board Perspective.

CEO Update # 14 is an interview with Nethwealth's Senior Distribution Manager Rebecca Wokes. The interview covers about Netwealth as a platform, managed accounts and some more.

CEO Update number 13 covers the Virus App, PI run off, Worksorted, Financial Mappers, Redundancy, Research, the fee debate and much more.

This interview with John Wright talks about compliance; especially around the best interest duty and scoping of advice. 

CEO update # 11 talks about Best Interest Duty, CFS, SMA's, CEO Virtual meetings, Documents, Paraplanning, Redundancy and Transactions without advice.

CEO Update # 10 talks about CPD, Webinar Invitations, Client communication, Opportunities, Paraplanning, Grandfathering, Access to files, Payment Collection, FASEA Exam and recruiting update.