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Control what you can control

Apr 27, 2020
Anne Hamieh shares her insights on the current market conditions and the importance of control in the mix of achieving desirable investment outcomes.
Publication: Financial Standard Managed Accounts

Calls mount for combined FDS and OSA

Apr 21, 2020
If policy-makers legislate annual opt-ins for Ongoing Service Agreements they should mitigate the extra work for advisers by folding Financial Disclosure Statements into a combined document, says Xplore Wealth chief executive Michael Wright.
Publication: Professional Planner