Advice Evolution - Non Weekly Update

AE Group - CEO Update #67, 24 April 2025


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In this episode, David Harris discussed about:

  • Professional Indemnity Insurance

  • Upcoming Conference

  • Compliance

  • Market situation

  • SMA’s and Portfolios

  • Client fees

  • PD Day in Sydney

  • Ensombl

  • Portals for sharing files

  • Cyber risk security

  • Unit trust auction

  • Regulatory obligation

  • Financial services industry

Thanks for listening and happy streaming!

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Advice Evolution - Non Weekly UpdateBy David Harris