Seeing all the stories about Prince George starting school set me thinking about longevity and business succession issues for financial advisers.
“Moving a team of sixteen advisers plus support staff from a network environment to directly authorised had its challenges but the excellent support and guidance from SimplyBiz ensured that everything was completed efficiently and on time.”
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