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Expert Analysis
In order to provide an efficient and valuable progress meeting for clients, Johann Maree finds the best way to ensure they are working towards their goals....
Financial planning
Lumiant will delete all material related to its Confidence Questionnaire off its platform and will inform all clients of the breach....
Financial planning
It intends to commence proceedings against Lumiant if certain terms are not met in a week, regarding copyright issues over a financial health questionnaire....
Expert Analysis
Setting a goal with clients is a good step in the financial advice process, writes Johann Maree, but there are ways that these goals can be SMARTER....
Financial planning
The financial advice client engagement software provider has now integrated with Iress’ financial planning software Xplan....
Financial planning
AstuteWheel has today launched the Astute Estate Planner which overhauls the process for professionals by lessening time constraints....
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Podcast
Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...