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There will be an unprecedented number of advisers looking to sell over the next 10 years, so how can prospective buyers prepare?
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The last six months have been a serious test of resilience for me, but I've learned a few things that are applicable to everyone reading this.
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Someone won the election! Time to kick back, relax and watch the reforms start rolling in.
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27th March AMA: I'm Lana Graham, Xtools+ expert and product manager. Ask Me Anything!
Xtools+ has helped countless advice practices work out solutions to their clients' financial problems – even for the most complex scenarios. Why not fully harness its potential and have a say in what...941Views3likes46CommentsSuper and Pension renovations in Xtools+ are complete. Do you want to move in?
Smarter modelling, more flexibility, and way less workarounds - You could be using it as early as 13 May 2025 We've transformed the way you model super and pensions in Xtools+, and it's all based o...122Views4likes2Comments