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Financial Planning

Statements of Advice: Out with the old

Compliance requirements for financial advisers are on the rise and practices clinging to ancient technology will need to use their imagination and embrace change in order to keep up.

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Read more: Ben MarshanAdvice IntelligenceCaboodle Financial ServicesFinancial Planning Association of AustraliaFPAFox and HareJessica BradyPeita Diamantidis