"I would like to congratulate the entire compliance team on the excellent service you have provided us. I have had cause to call your help desk many times during the last 2 weeks to help with our Compliance plan and stationary approval and on each occasion your staff have been very efficient."
The kids are alright
November 07, 2018
Why intergenerational advice may be so vital to the future of your firm
When poor will planning leads to family feuds
October 31, 2018
APS Legal examines the ways in which insufficient will preparation can create acrimony across the generations.
Ken Davy: Time to take responsibility
October 24, 2018
Ken discusses why SMCR will make it tougher for wrongdoers to avoid the blame game.
What qualifications does a paraplanner need?
October 19, 2018
NMBA’s latest survey examines whether paraplanners need Level 4 qualifications