5 Key Trends in the Accounting Industry in 2023

Having worked in the accounting industry for well over 20 years, I’ve always found it beneficial to have a focus on emer …

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4 min read
October 10, 2023

Advice Trends in Outsourced Paraplanning

Paraplanning trends are rapidly evolving, particularly within the realm of outsourced paraplanning services. VBP, the la …

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2 min read
October 10, 2023

Changing Practice Management Software—making it all worth the pain

Anyone who has acquired an existing firm or decided to move their accounting business to a cloud-based system will be aw …

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2 min read
October 7, 2023

The future opportunities of paraplanning from the Quality of Advice Review

Ov er the past 6 months, many paraplanners have expressed their concerns about the changes in the industry and their pla …

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2 min read
September 22, 2023

Being an NPC is risky business

Advisers are very comfortable with the concept of risk when it comes to investing. They understand that exposure to risk …

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3 min read
July 21, 2023

Advisers should focus on digitisation and inner beauty

The expression ugly on the inside is used to describe someone who is not very nice although they may be good looking. A …

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3 min read
May 26, 2023