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SMSF Association CEO urges caution of technology advances in sector

The SMSF Association CEO has urged trustees to cautious of technology changes in the sector. Speaking on a panel examining technology trends at the association’s 2022 national conference in Adelaid

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The rise of the 'validator' advice client - Professional Planner

Increasingly vocal investors are more likely to come up with their own ideas and look to an adviser for a second opinion only according to Investment Trends’ Irene Guiamatsia, with over half of HNW investors personas now classified as “validators”.

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