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Shy-Ann Arkinstall

AUTHOR | No. of articles: 695

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‘A passion, a cause, a purpose’: Providing more than financial adv...

02 August 2024 • Hits: 1250
A new business is giving advisers the tools to help their clients create a meaningful retirement experience. ...Read More

News

Bridging the gap with a ‘spectrum’ of advisers

02 August 2024 • Hits: 1155
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: 1138
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: 701
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: 1406
New data from Investment Trends shows advisers are actively managing less clients than ever before, prioritising quality...Read More

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Advice firm expands team as demand increases

31 July 2024 • Hits: 1482
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: 1013
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: 1343
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

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

30 July 2024 • Hits: 1010
New research by AMP suggests Australians are reluctant to discuss wealth matters across generational lines, potentially ...Read More

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