Practice Management
What's everyone using to onboard new clients under the CDR rules? Would love to hear how you're structuring the initial data-collection call.
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Investments
Curious how the room is thinking about the CSLR levy uplift — anyone pushing back on the assumptions in the draft numbers?
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Insurance
Reminder that the wholesale-client threshold review closes next Friday. Happy to share the submission template we've drafted.
21 comments · 47 reactions