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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.
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.
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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.