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Shy-Ann Arkinstall

AUTHOR | No. of articles: 695

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Otivo launches ‘national first’ AI digital advice assistant

01 April 2025 • Hits: 890
The digital advice provider has officially launched Ask Otivo, an AI-powered interactive advice assistant to help answer...Read More

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North expands managed accounts menu and Betashares partnership

01 April 2025 • Hits: 582
AMP has expanded its platform’s managed accounts investment menu to meet the growing demand from advisers for both pre...Read More

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Tips and tricks for navigating the AFCA complaints process

31 March 2025 • Hits: 1296
When it comes to dealing with an AFCA complaint, a financial services lawyer suggested that advisers should engage and r...Read More

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What is driving advisers’ growing reliance on managed accounts?

31 March 2025 • Hits: 624
A new report has found that advisers are increasingly turning to managed accounts but some clients are still hesitant to...Read More

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Overconfidence driving clients to break up with their adviser: Report

28 March 2025 • Hits: 588
A new report has shown that clients’ misplaced confidence in their financial literacy has led some to leave their advi...Read More

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Infocus announces dual senior appointments

28 March 2025 • Hits: 610
Following the launch of a new integrated business model on Tuesday, the national advisory firm has announced two senior ...Read More

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Smaller practices feeling unprepared for upcoming industry changes: Re...

27 March 2025 • Hits: 482
With significant industry shifts on the horizon for advisers, a new report has shown that smaller practices are apprehen...Read More

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2 advisory firms merge to form a multidisciplinary ‘super firm’

27 March 2025 • Hits: 577
A national advisory firm has announced its third merger in a year as it lays the groundwork to build an affordable advic...Read More

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Room for optimism as government looks to tackle CSLR before it goes to...

26 March 2025 • Hits: 1435
With future projections of the CSLR setting financial advisers on edge, a licensee head says it’s a good thing they ar...Read More

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