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Shy-Ann Arkinstall

AUTHOR | No. of articles: 723

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Wilsons Advisory announces merger with Statton Partners

05 August 2024 • Hits: 2130
Wilsons has announced a merger with the Sydney-based wealth management firm and some new additions to its team. Read More

News

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

02 August 2024 • Hits: 1644
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: 1556
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: 1519
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: 877
CALI expands its network as it welcomes its 20th full member to the association. ...Read More

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

31 July 2024 • Hits: 1925
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: 2006
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: 1204
As TAL prepares to officially usher in its new CEO, the Australian insurer has announced the appointment of a new chief ...Read More

News

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

30 July 2024 • Hits: 1720
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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