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What happened at Shield and First Guardian should not be possible.
Need help with cleaning and maintaining your data in Xplan? This member-exclusive guide shows what best practice looks like.
Blake Briggs talks licensing, Treasury and moving on from "the big end of town."
Whether you’re considering selling or acquiring, it’s important that you have a plan of attack.
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Recent insights
Need help with cleaning and maintaining your data in Xplan? This member-exclusive guide shows what best practice looks like.
2 MIN READ
What happened at Shield and First Guardian should not be possible.
2 MIN READ
Ever wished that Xplan could just "do it for you"?
7 MIN READ
Blake Briggs talks licensing, Treasury and moving on from "the big end of town."
2 MIN READ
Have you ever thought, “I wish this task could just run itself?”
1 MIN READ
Whether you’re considering selling or acquiring, it’s important that you have a plan of attack.
4 MIN READ
Your data journey has come a long way from the murky depths of spreadsheets riddled with outdated entries and duplicates. But what's next?
Widespread changes to aged care rules are imminent. Is your practice ready?
How do we go about making financial planning a compelling career proposition?