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Shy-Ann Arkinstall

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Fintech partners with advice licensee to deliver affordable advice

15 July 2024 • Hits: 947
Fintech business moneyGPS has partnered with Lifestyle Asset Management to expand the advice firm’s affordable advice ...Read More

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Home ownership and super of highest concern for clients

12 July 2024 • Hits: 837
Data from AMP Advice reveals superannuation contributions and home ownership are among the most common topics raising qu...Read More

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Adviser numbers stabilise, a positive sign for the profession: Report

11 July 2024 • Hits: 957
A new report reveals the advice profession might finally begin to stabilise as fewer advisers intend to leave in the nea...Read More

Risk

TAL expands AI capabilities with new Microsoft agreement

10 July 2024 • Hits: 958
TAL has signed a new three-year strategic agreement with Microsoft to transform its service and operations to deliver fa...Read More

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‘Time to take the training wheels off’: Completing the professiona...

10 July 2024 • Hits: 973
Those completing their professional year should slow down and soak in the experience instead of rushing to complete it w...Read More

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Advisers looking to spend more on tech stacks: Report

10 July 2024 • Hits: 737
Investment Trends research reveals advisers are looking for enhanced cyber security, asset reporting, and client portals...Read More

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AWAG completes inaugural equity investment into advice firm

10 July 2024 • Hits: 746
The Australian Wealth Advisors Group (AWAG) has announced the completion of its first equity partnership scheme (EPS) in...Read More

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‘We need more action’: First DBFO bill not enough

09 July 2024 • Hits: 1851
The advice profession is celebrating a collective win after the first tranche of the DBFO reforms passed through Parliam...Read More

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Jumping on board or holding out: How are advisers using AI?

09 July 2024 • Hits: 1167
With the advice profession scrambling for ways to cut costs, some advisers are looking to AI as a potential solution. ...Read More

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