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Shy-Ann Arkinstall

AUTHOR | No. of articles: 723

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What really needs to be in an SOA?

11 December 2024 • Hits: 4059
While SOAs are viewed as an onerous obligation by advisers, compliance experts have argued that, once you understand wha...Read More

Risk

Injured or ill customers account for 8 in 10 claims: TAL

11 December 2024 • Hits: 939
The latest data from Australian insurer TAL shows the number of living claim benefits have increased by almost 4,000, co...Read More

News

AFSL demand sees specialist law firm launch advisory board

11 December 2024 • Hits: 1188
Hamilton Blackstone Lawyers, a specialist financial services legal firm, has established a new advisory board as increas...Read More

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Taking a ‘blank canvas approach’ to post-DBFO SOAs

10 December 2024 • Hits: 2091
According to Adviser Ratings, the “liberation from SOA requirements” with the coming legislative reforms is an oppor...Read More

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‘Long-term investment’: CPD driving up practice revenue

09 December 2024 • Hits: 1066
As the end of the year approaches, many advisers will find themselves attending conferences and other industry events. W...Read More

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More than 20k candidates have passed the adviser exam

09 December 2024 • Hits: 1423
The November ASIC adviser exam sitting has seen the highest percentage of pass marks since it began administering the ex...Read More

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Centrepoint Alliance launches IconiQ platforms

09 December 2024 • Hits: 1220
The licensee has launched two new platforms, which it said would provide an efficient, cloud-based solution for advisers...Read More

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The importance of clear roles within an advice practice

06 December 2024 • Hits: 1540
Despite numerous benefits to documenting business processes, an industry expert has said many advice practices are still...Read More

News

MiQ launches estate planning solution

06 December 2024 • Hits: 1243
Following a six-month pilot of the program, MiQ Private Wealth will roll out its Yodal-backed estate planning solution a...Read More

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