The digital advice questions in the Quality of Advice Review (QAR) survey missed their mark, meaning the opportunity to genuinely Read more
The well-documented exodus of financial planners from the advice industry has created a significant problem for advice practices trying to Read more
Advisers simply will not survive if they continue to spend hours preparing for each client review meeting. Particularly if all those Read more
AstuteWheel is Australia’s leading client engagement software providing financial planners with financial modelling calculators, online questionnaires, educational videos and presentation tools to help clients understand your value proposition. ... Read more
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