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Shy-Ann Arkinstall

AUTHOR | No. of articles: 695

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Netwealth launches series of major platform updates

Netwealth has announced improvements to its adviser platform, introducing enhancements to its user interface, investment...Read More

Advice industry remains stable: Report

A new quarterly report by Adviser Ratings reveals the advice profession remains relatively stable despite the continued ...Read More

Advisers value ‘less tangible’ traits of platform providers

A report reveals that advisers value security, trust and quality service from their platform providers above all else. ...Read More

Ditch the ‘qualified advisers’ and follow the UK’s example

With the second tranche of the Delivering Better Financial Outcomes bill set to introduce a new class of adviser, an adv...Read More

Using generative AI to enhance your advice process

Advisers should be looking to employ generative AI technology into their practices while remaining vigilant of the secur...Read More

‘Too hard’: Shifting focus from adviser recruitment to support sta...

The advice profession should focus on improving practice efficiency rather than trying to attract new advisers to help b...Read More

Improving efficiency through ‘semi-automated robo-advice’

As the advice profession continues to expand its use of technology, robo-advice could be the next step to delivering aff...Read More

What does an optimal advice practice look like in 2024?

According to a recent report by Adviser Ratings, an optimal advice practice’s profit margin exceeds 40 per cent but th...Read More

‘No commissions, no ongoing fees’: Should advisers charge a flat h...

Advisers need to charge at an hourly rate rather than using ongoing fee arrangements or percentage-based fees to achieve...Read More

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