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Shy-Ann Arkinstall

AUTHOR | No. of articles: 616

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News

Client retention a key concern during wealth transfers

25 October 2024 • Hits: 379
With as much as $84 trillion set to be inherited globally, a new report has found that almost half of all advisers consi...Read More

News

Insignia reports flat adviser numbers in Q1

24 October 2024 • Hits: 630
Insignia Financial reported net outflows of $1 billion in the first quarter of FY2024–25, alongside flat adviser numbe...Read More

News

‘Turning the Titanic’: Advisers critical for young Australians

23 October 2024 • Hits: 967
According to an industry expert, the evolving super and tax landscapes have made financial advisers essential for workin...Read More

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AstuteWheel launches new client engagement platform

23 October 2024 • Hits: 486
The financial advice software provider announced it has moved its development team in-house to have a “higher level of...Read More

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‘True and honest self’: Comfort key to building trust with clients

22 October 2024 • Hits: 928
According to a specialist adviser, creating a comfortable environment is the most important factor when working with LGB...Read More

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Compliance services firm adds head of strategy

22 October 2024 • Hits: 605
My Dealer Services has appointed a new head of strategy as the company looks to expand its reach and service offerings. ...Read More

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Will licensees maintain onerous SOA requirements despite DBFO changes?

18 October 2024 • Hits: 1230
Industry experts have suggested that while licensees won’t be “deliberately setting out to block the effectiveness�...Read More

Risk

Individual risk sales down 8.5%

16 October 2024 • Hits: 276
According to recent figures, insurance premiums are down across the board for the year to June 2024. ...Read More

News

Financial advisers ‘pivotal’ to a secure transfer of wealth

16 October 2024 • Hits: 595
With $3.5 trillion in assets set to change hands by 2050, an industry expert has stressed the significant role of advise...Read More

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