In this episode, David shares key updates across the business, including developments in AI and advice processes, compliance expectations, and file quality improvements. He highlights important regulatory updates such as the CSLR levy, AUSTRAC requirements, and AFCA insights, while reinforcing the need for strong documentation and defensible advice.
David also covers market conditions and client communication, hiring and offshore support considerations, VBP updates, and upcoming PD Days and conferences. The episode wraps up with internal updates, including Adviser News changes, team initiatives, and ongoing efforts to improve efficiency and collaboration across the group.