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Join the conversationMost RecentNewest TopicsMost ViewedMost RepliesMost LikesNo Replies YetTagged:TagHow do you nurture a PY adviser's growth? I recently shared in a blog here the importance of developing a strong Professional Year (PY) adviser program—from setting clear expectations to encouraging a true sense of ownership over their work....Xplan Case Benchmarks - Outcome of task Hi, we have set up our case benchmarks but not all of them can be automated or we have chosen not to automate some and require the adviser/paraplanner/admin/compliance staff member to go and link cer...30th Jan AMA: I'm Phil Anderson, GM Policy, Advocacy & Standards at FAAA, Ask Me Anything! Where is the DBFO reform process at right now? What's the latest on the CSLR, and how much could it cost in 2025/26? Are there upcoming regulatory changes that could impact my business? Have all y...Client portal What is the most user friendly client portal? Start here: Let's introduce ourselves! Welcome - we're so glad you've joined the Advisely community! 😁 Let's play a fun game and get to know each other better! 🕹️ The rules are simple: Find the latest comment and hit Reply, then c...Welcome to the Advisely community! Welcome to the Advisely Community! Here, financial advice professionals like you from all walks of life come together to share their knowledge, discuss ideas, trade answers to questions, and talk a...Secure messaging between Xplan users I've been asked about activating a Xplan instant messaging between users feature on our site but I'm not aware of this feature and cannot locate anything on this in Community. Apparently, it was avai...CALM Assets Graph "excluding Acc Deposit " Can someone confirm what the label 'excluding Acc Deposit' under the CALM Assets graph refers to. ResolvedWhat did the Government do to understand the cost of the CSLR? The advice profession has every reason to be furious about the handling of the CSLR legislation. My latest article sets out one more reason why that is the case. The Government is required, when in...AMA: I'm Andrew Wilson, Xplan efficiency expert at Iress, Ask Me Anything! Have you fully automated your end-of-year in Xplan? Are your Case Workflows and use of Task Hub up to scratch for next year? Join me here on Wednesday 18 December from 3pm to 4pm AEDT to have all y...
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