QAR ends not with a bang but a whimper

If the Government wants to cut red tape from advice, they might need bigger scissors.

After laying out its "roadmap for financial advice reform" back in June, the Government has finally released draft legislation giving effect to the recommendations made by Michelle Levy in the Qualit...

Updated 2 years ago

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alex.burke

Advisely Team

Joined 03 November 2023

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What you need to know today to prepare for tomorrow.

The end of paraplanning?

The reports of paraplanning’s death have been greatly exaggerated.

dela.dzadey

2 years ago

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A qualified endorsement of qualified advice

FAAA CEO Sarah Abood believes qualified advisers have a role to play in rebuilding the industry – assuming clear guardrails can be put in place.

Advisely-Team

2 years ago

471Views

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Reclaim capacity without blowing everything up

Think of your advice team like a restaurant in the middle of a dinner rush. If the head chef always ends up doing the dishes, you might have a problem.

Tamara.Morey

27 days ago

235Views

2likes

2Comments

🤓Xplan Hint: Model changing investment profiles in CALM

Did you know you can model changing investment profiles in Xtools+ using Life Stages? As clients move through different phases of life, their risk tolerance and investment needs shift. That’s where...

andrew.wilson.0

2 months ago

84Views