Advice Evolution - CEO Update #63, 08 July 2024

In this episode, David Harris discussed about: * Education pathway initiative for financial advisors * Increased oversight by superannuation trustees, and concerns about Financial Disclosure Statements. * Recent merger of the SSHH Unit Trust and Fintegrity Wealth * Fintegrity Wealth’s advisors were set to attend the Advice Evolution Conference. * CPD Program success in enhancing advisor knowledge and aligning advice with the client objectives * Businesses underlying risks in emails and online correspondence * New team members Gmirah (GM) the new executive assistant and Jeff Haydn as the new Head of Advice * iExtend