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Shy-Ann Arkinstall

AUTHOR | No. of articles: 705

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How advice firms can use tech to create efficiencies

As the demand for financial advice continues to rise while adviser numbers drop, advice firms are turning to technology ...Read More

The challenge of managing the inflow of new clients

Many in the advice profession are being inundated with new client requests as the demand for advice rises and the number...Read More

New entrants lack soft skills and practical experience

Research has highlighted a disconnect between what clients want from their advisers and what new entrants have when star...Read More

InvestSMART aims to ‘empower advisers’ with platform partnership

Two investment service providers have partnered to launch three investment portfolios under a new white label. Read More

CFS expands client access to cryptocurrency through Edge

The super and investment fund has added a spot bitcoin ETF to the CFS Edge platform. ...Read More

‘Unnecessary stress for customers’: Insurers struggling with claim...

Life insurers need to improve their procedures following an uptick in breaches related to claims handling, according to ...Read More

Evolving client expectations causing strain for some advice profession...

As the value of practice efficiency grows for advisers, client expectations are adding to the challenge, according to a ...Read More

Count makes further acquisition moves

The firm continues to be busy in the acquisitions space, announcing an expansion of its Gold Coast offering and the comp...Read More

Is it still profitable to operate an advice firm?

Balancing the increasing cost of operating against the cost to clients is important in maintaining your profit margin, a...Read More

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