This article is worth: 0.25 CPD hours
Legislated CPD Area: Client Care and Practice
Knowledge Requirements: Financial Planning
About
Advice in Action 2025 conference.
Inter-generational wealth transfer is set to transform the financial landscape in Australia. Damon Riscalla (Betashares) discusses what matters most to each generation, and provides insights on how advisers can strengthen and sustain these valuable connections.IMAP Advice in Action Conference 2025
This article is worth: 0.25 CPD hours
Legislated CPD Area: Client Care and Practice
Knowledge Requirements: Practice Management
About:
Mark Papendieck(DASH) shares his insights on building the right foundations and frameworks for adopting emerging advice technology, like cloud computing and AI, within an advice business.
IMAP Advice in Action 2025