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Shy-Ann Arkinstall

AUTHOR | No. of articles: 613

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Bridging the gap with a ‘spectrum’ of advisers

02 August 2024 • Hits: 766
According to an industry expert, there should be a spectrum of advisers to serve the needs of Australians at every stage...Read More

News

CFS signs 5-year deal with Microsoft

02 August 2024 • Hits: 832
The wealth management firm has extended its deal with Microsoft, underpinning its use of cloud and generative AI technol...Read More

Risk

CALI welcomes Allianz Retire+ to its ranks

31 July 2024 • Hits: 534
CALI expands its network as it welcomes its 20th full member to the association. ...Read More

News

‘Quality over quantity’: Average number of clients drops below 100

31 July 2024 • Hits: 968
New data from Investment Trends shows advisers are actively managing less clients than ever before, prioritising quality...Read More

News

Advice firm expands team as demand increases

31 July 2024 • Hits: 1000
Freshwater Wealth has brought on two new advisers after just eight months of operation. ...Read More

Risk

TAL appoints new chief executive individual life

31 July 2024 • Hits: 762
As TAL prepares to officially usher in its new CEO, the Australian insurer has announced the appointment of a new chief ...Read More

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‘Focus on what we can do’: Making changes on the individual level

30 July 2024 • Hits: 876
Advisers need to focus on changes they can make within their own practices as they begin the long wait for the next roun...Read More

News

‘Significant opportunity’ for advisers to bridge generational divi...

30 July 2024 • Hits: 582
New research by AMP suggests Australians are reluctant to discuss wealth matters across generational lines, potentially ...Read More

News

Using generative AI to simplify ESG advice

30 July 2024 • Hits: 625
A new report suggests an opportunity for financial advisers amid the growing ESG investor market. ...Read More

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