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SOA Implementation Made Easy: Best Practices to Boost Efficiency with Your VBP Team

The successful implementation of Statements of Advice (SOA) is critical for businesses in the financial services industr …

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Rosa Raschella
by Rosa Raschella
2 min read
February 18, 2025
Financial Advice Compliance Client Service Efficiency
Industry

Fair Work Case Highlights the Risks With Offshoring: A VBP Perspective

Fair Work Case Highlights the Risks withth Offshoring: A VBP Perspective

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by Professional Planner
3 min read
November 6, 2024
Financial Advice Compliance Financial Adviser Compliance
Client Service Efficiency Financial Planning Growth Strategy
VBP
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