Mentoring a university graduate through their Professional Year may seem a daunting task for an adviser, writes Hans Egger, but there are some very good reasons to do it....
Lumiant will delete all material related to its Confidence Questionnaire off its platform and will inform all clients of the breach....
It intends to commence proceedings against Lumiant if certain terms are not met in a week, regarding copyright issues over a financial health questionnaire....
The financial advice client engagement software provider has now integrated with Iress’ financial planning software Xplan....
In the second part of his look at client reviews, Astute Wheel’s Hans Egger outlines the steps which should be taken in the actual client review....
In the first of a two-part series, Hans Egger explains what clients are wanting from their reviews in these difficult times....
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...
Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...