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GUIDEWAY FINANCIAL SERVICES
Financial planning
Guideway Financial Services has announced a new AI avatar paraplanning service which can present advice to clients, and is in talks with super funds about expansion....
People & Products
Guideway’s new AI-powered tool converts meeting recordings into compliant advice file notes, reducing the burden of recordkeeping on advisers to free up more time for cli...
Financial planning
Despite declining adviser numbers and rising demand for advice, professional year advisers are not attractive hires for advisory firms due to the time commitments require...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...