Being glued to the screen is nothing new. COVID simply turned things up a notch, or ten. Is it time for a digital detox? (Probably.)
There is no clearcut, black and white explanation provided from the ‘powers that be’ on when to provide an ROA, rather than an SOA. Let's clear up the ambiguity.
Learn how document automation technology can help your organisation increase productivity and boost profitability.
What makes a great document? To save us time debating the perks and downsides of a million different aspects of document creation, we’re going to cut right to the chase.
The value of smooth and efficient interaction between an adviser and their paraplanner is worth its weight in gold. Realistically, it’s the difference between a Statement of Advice (SoA)being produced in 3 days, or 21.
Being a paraplanner is a tough but rewarding gig! Here are 7 handy hints for how you can be more effective, add more value and ace your day.
A comprehensive guide to all the things to look out for when writing a Statement of Advice if you're a Financial Planner or Paraplanner.
Kate Fellows takes us through 5 tips for writing a great Statement of Advice.
This week we're speaking with Conrad Francis. Conrad is one of the founders of Inspired Money, a Perth-based financial planning practice. He is also an executive and performance coach and is a massive advocate for great advice.
We talk with Nick Mitchell about how he and Mason Stevens are supporting advisers to build more efficient practices to give more great advice.
Super excited to be announcing our new integration with Iress XPLAN today! XPLAN is used by 80% of our customers to manage their client relationships, conduct product research and model financial scenarios. We're partnering with XPLAN to make document creation, template management and compliance easy for financial planning firms in Australia.
The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has highlighted the challenge of delivering financial services while protecting consumers...
Web Clipper is a novel approach to 3rd party integration using a Google Chrome extension. It allows a user to collect data from the web applications they use in their daily work and deliver that data seamlessly into a Nod document which is drafted in real-time using conditional logic. Check out the video below!