Financial Adviser Movement To July 16, 2020
This week was relatively quiet compared to the rush leading up to the end of the financial year. A net loss of 21 Adviser roles.
Financial Adviser Movement to July 9, 2020
A rundown of Financial Adviser movement across Australian licensees (AFSLs) to July 9, 2020.
Making sense of data for Financial Planning Businesses - 3 Tips
“Without data your'e just another person with an opinion” W. Edwards Deming.
In this post we provide three tips with examples for senior leaders to use data that will help them to strategically build their business.