Industry

We have observed that some licensees are beginning to implement changes to their advice documents. This appears to be in anticipation of Michelle Levy's recommendation to abolish Statements of Advice, and instead, introduce "Fit-For-Purpose" documents.

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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).

Having worked in the accounting industry for well over 20 years, I’ve always found it beneficial to have a focus on emerging trends and technology.

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.

The expression ugly on the inside is used to describe someone who is not very nice although they may be good looking.