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Shy-Ann Arkinstall

AUTHOR | No. of articles: 695

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Why Netwealth purchased a data management platform

03 September 2024 • Hits: 721
The fintech firm says the move will help its advisers better manage and utilise client data, driving growth within their...Read More

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Tribeca Financial welcomes new partner

03 September 2024 • Hits: 867
The financial advice firm has appointed a new partner, the second since the start of the financial year, as it continues...Read More

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‘Better advice quicker’: Transforming paraplanners into ‘cyborgs...

02 September 2024 • Hits: 1067
A fintech CEO says paraplanners can become “cyborgs” and double their productivity with technology. ...Read More

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‘It is not adversarial’: Why conciliation is so effective

02 September 2024 • Hits: 1154
According to an AFCA ombudsman, the most impactful aspects of the conciliation process are often the opportunity to spea...Read More

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Why advisers should prioritise relationships with a client’s family

02 September 2024 • Hits: 870
Advisers need to intentionally build relationships with clients’ children to increase their chances of successfully br...Read More

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Advisers servicing more one-off clients in 2024

29 August 2024 • Hits: 1128
Advisers need to consider how they can transition one-off advice clients into recurring service relationships, according...Read More

Risk

Client life expectancy a key factor in retirement planning

28 August 2024 • Hits: 685
As the life expectancy of Australians continues to lengthen, advisers need to ensure their clients’ retirement plans a...Read More

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Australia’s growing need for advice highlighting harmful regulations

28 August 2024 • Hits: 1175
According to the head of the FSC, some of the regulations and legislation governing the advice profession need to be add...Read More

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Boosting client capacity through greater efficiency

28 August 2024 • Hits: 831
According to an industry expert, practice scale plays a significant role for advisers when building and managing ongoing...Read More

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