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Shy-Ann Arkinstall

AUTHOR | No. of articles: 723

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Coastal Advice Group partners with US-based private equity firm

03 February 2025 • Hits: 1630
The Newcastle-based advice firm has announced a long-term strategic partnership with Merchant Wealth Partners to support...Read More

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Advisers set to increase exposure in private markets

31 January 2025 • Hits: 1341
A study has revealed that advisers are setting their sights on private markets in 2025 on the back of growing client int...Read More

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Advice inaccessibility proves taxing on unwitting retirees

30 January 2025 • Hits: 1261
Recent findings have revealed that around 700,000 Australian retirees could be paying hundreds, if not thousands, in unn...Read More

Risk

What is driving life insurance policy cancellations?

29 January 2025 • Hits: 1339
According to iExtend, the precarious economic environment, among other factors, is driving more and more Australians to ...Read More

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Let’s call 2025 the year of digital advice: Otivo

29 January 2025 • Hits: 4641
While digital advice certainly garnered plenty of attention last year, the CEO of Otivo believes it will become “ubiqu...Read More

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Young talent or career changer: Who is the PY adviser for you?

29 January 2025 • Hits: 1825
As seasoned professionals continue to take the plunge into financial advice, an industry expert says businesses need to ...Read More

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Approach retention of PYs like you would clients

28 January 2025 • Hits: 3259
The risk of a PY adviser leaving once they complete their training is a considerable roadblock for many advice firms, bu...Read More

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Is digital advice actually helping advice affordability?

28 January 2025 • Hits: 1736
Despite being heralded as the cure for advice inaccessibility, industry consultants say low take-up of digital advice ma...Read More

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Insignia announces internal CTO appointment

28 January 2025 • Hits: 1107
As the bidding war for Insignia Financial continues, the firm has announced an internal appointment to its C-suite to fu...Read More

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