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Reflecting on 'whirlwind' first year of running an advice firm

One year after launching their own financial advice businesses, two advisers share their reflections with Money Management including the challenge of balancing steady growth as a smaller practice.

Dylan-pargiter , Money-management , Unite-wealth , Dylan-pargiter-green , Bold-wealth ,

Is Xplan a 'necessary evil' for financial advisers?

Several advisers have expressed their frustrations with Iress’ Xplan software but feel smaller alternatives don’t have all the vital features yet, as the firm highlights its transformation strategy to improve.

Australia , Kelli-willmer , Natallia-smith , Jaimie-ramsey , Dylan-pargiter , Money-management , Advice-business-consulting , Bold-wealth , Truwealth-advice , Xplan-labs ,

Strategies for different time horizons when investing in ETFs

The Globe and Mail offers the most authoritative news in Canada, featuring national and international news

Toronto , Ontario , Canada , United-states , Chris-arthur , Prem-malik , Queensbury-securities-inc , Nasdaq , Log-increate-free , Bold-wealth , Ordid-3265996078 , Etfs

A bold approach to advising younger clients

Servicing younger clients focused on accumulating wealth, who are often turned away by other advisers, is an integral part of new Melbourne financial advice practice Bold Wealth, its three directors have shared.

Australia , Melbourne , Victoria , Australian , Australians , Daniel-palmer , Dylan-pargiter , Bill-jackson , New-practice-profile , Money-management , Bold-wealth