Pursuing a Better Investment Experience #3
Description
Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112100-47320001
0.25 Client Care & Practice
0.50 Professionalism & Ethics
In this final instalment, Brendon speaks to Paul Turner, Head of Advisor Group, Australia and Vice President at Dimensional Fund Advisors, and Amber Murrell, Private Wealth Adviser at Shadforth Financial Group. They discuss the significance, development, and long-term value of having a well-defined, evidence-based investment philosophy for advice firms and their clients.
Paul Turner LinkedIn: https://www.linkedin.com/in/pturnersydney/
Amber Murrell LinkedIn: https://www.linkedin.com/in/amber-murrell/
Shadforth Financial Group Website: https://www.sfg.com.au/
For more information on Dimensional reach out to our team or visit our website: https://ensombl.com/go/20251126
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United States
