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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!
To keep you updated to all of AE podcasts, visit our AE Intranet >>>
https://sites.google.com/view/adviceevolutionintranet/ceo-updates/podcasts
By David HarrisIn 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!
To keep you updated to all of AE podcasts, visit our AE Intranet >>>
https://sites.google.com/view/adviceevolutionintranet/ceo-updates/podcasts