A decription on the growth strategy for the audience.
Financial planning is a complex and dynamic process that involves collecting, analysing, forecasting, and reporting financial data for various purposes. Financial planners need to deal with multiple sources of information, such as client profiles, market trends, tax regulations, investment options, and risk factors.
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like any other industry, ignores it at its peril.
It's 2023 and we are in the work-from-anywhere revolution and globalisation is here to stay. There are many benefits to globalisation including accessing talent from anywhere around the globe, it's now the new normal.
Anyone who has acquired an existing firm, or simply decided to move their accounting business to a cloud-based system, will be aware of the myriad of costs and unexpected delays that occur in transitioning Practice Management Systems (PM).
Over the past 6 months, many paraplanners have expressed their concerns about the changes in the industry and their place in it post QAR implementation.
Advisers are very comfortable with the concept of risk when it comes to investing. They understand that exposure to risk increases the probability of a client achieving their long-term goals, hence most diversified portfolios hold a sizeable allocation to growth assets.