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Shy-Ann Arkinstall

AUTHOR | No. of articles: 613

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HNW clients seek ‘wider investment universe’: Praemium

13 March 2025 • Hits: 289
New research has revealed that high-net-worth advisers are turning to non-custodial assets to fulfil client demand for �...Read More

Risk

Efficiency key to making risk advice more financially viable for holis...

12 March 2025 • Hits: 376
As Australia continues to have an underinsurance issue, a risk industry specialist said there needs to be greater focus ...Read More

News

Wilsons Advisory sets up shop in the wild west

12 March 2025 • Hits: 347
Having established several offices across Queensland, NSW and Victoria, the financial advice firm is expanding its reach...Read More

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‘Just different’: How to better serve neurodivergent clients

11 March 2025 • Hits: 674
Although communication is one of the pillars of financial advice, an adviser specialising with neurodivergent clients su...Read More

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Women feel less prepared for retirement than men: Report

11 March 2025 • Hits: 352
According to new research, women are less confident in their ability to achieve a comfortable retirement but are also le...Read More

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Separately managed accounts FUM jumps 35% in 2024

11 March 2025 • Hits: 299
Funds under management continued to grow over the last year as the managed accounts industry “reaches full maturity”...Read More

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Women seek financial advice to feel ‘in control’

10 March 2025 • Hits: 488
According to a financial adviser, men often have greater confidence in their financial literacy, despite women taking mo...Read More

News

Intelliflo introduces AI-driven file notes through Paradino integratio...

10 March 2025 • Hits: 425
The global cloud-based technology solutions provider has announced a new integration with Paradino to automate meeting n...Read More

Risk

CALI embraces its wild side with inaugural conference

10 March 2025 • Hits: 344
The Council of Australian Life Insurers (CALI) has announced its inaugural conference – Wild For Life 2025 – with ho...Read More

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