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!