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Well positioned to thrive
Fay Khan, Senior Discretionary Fund Management Specialist at Investment Solutions by Alexforbes, offers her thoughts on the current DFM landscape.
Creating procedures with ChatGPT
Many advisors know the frustration of repeatedly explaining the same procedures to team members.
Global Financial Planning Conference: All Stars
Join the last Global Financial Planning Conference on the 3rd of June 2025. One day. One venue. Forty of the best speakers we've had over the last four years.
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