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Shy-Ann Arkinstall

AUTHOR | No. of articles: 695

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Are ‘proactive’ paraplanners the key to boosting client capacity?

25 November 2024 • Hits: 1098
As client capacity has become a top concern for advisers, could paraplanners be the answer to reducing their workload an...Read More

News

Adviser hit with 3-month suspension over ROA misuse

22 November 2024 • Hits: 862
The FSCP has handed down a three-month suspension to a financial adviser for incorrectly using three clients’ records ...Read More

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‘Middleware’ key to easing beleaguered advisers’ data woes

22 November 2024 • Hits: 933
As the advice profession scrambles for ways to improve efficiency, an Australian fintech has said advisers need a techno...Read More

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Morningstar expands AdviserLogic team

22 November 2024 • Hits: 736
The advice tech company has appointed two new members to its AdviserLogic team, which it says further solidifies its “...Read More

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Top advice practices 24% more profitable: Report

21 November 2024 • Hits: 718
According to a new report, efficiency is driving greater profits among top practices, with software platform consolidati...Read More

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Sequoia prioritising organic growth for FY24–25

21 November 2024 • Hits: 609
The financial services group has said it will focus on growing its licensee services market share organically, among oth...Read More

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Praemium strengthens ‘alliance’ with Perth-based firm

21 November 2024 • Hits: 682
Financial services firm Euroz Hartleys aims to onboard more than 1,000 portfolios to Praemium’s Scope solution as it a...Read More

Risk

Simple advice is ‘basic customer service’: CALI

20 November 2024 • Hits: 916
CALI’s CEO has said life insurers aren’t looking to encroach on the “important work” of financial advisers by of...Read More

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Advisers aim to serve 650k more clients in 3 years: Report

20 November 2024 • Hits: 1050
According to a new report, advisers are actively working towards increasing client capacity and profitability, though ch...Read More

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