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Advice 2030 4

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Advice 2030 4

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In this final instalment, Peita is joined by Kelli Willmer, Executive General Manager – Wealth at Iress. They discuss how Iress is collaborating with the industry to navigate significant shifts and disruptors, leveraging data and AI to enhance advisor efficiency and client experiences, while encouraging advisers to engage in strategic planning and provide feedback to shape the future of advice. Accreditation Points Allocation: Technical Competence 0.3 Client Care and Practice 0.3 Regulatory Compliance and Consumer Protection 0.1 Professionalism and Ethics 0.1 General 0.1

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