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With M&A increasingly commonplace in the advice sector, it's worth discussing the most overlooked factor in a successful business transition.
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If the length of your SOA often puts ASIC's own guidance to shame, maybe regulation isn't the issue here.
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9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!
With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimis...709Views4likes18Comments