latest news

                        
                            01 April 2025                        
                        •
                                                    
                                by Keith Ford                            
                                            
‘Flawed business models’ to blame for CSLR blowout: AFCA

                        An AFCA ombudsman has argued that advisers’ ire over the increasing costs of the CSLR should be directed at the conflicted business models driving ...                    

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The future of succession planning: Why WT is investing in advice firms

The model of selling an advice book or practice as an adviser hits retirement has traditionally been the standard exit ...

How can advisers deliver more value for existing clients?

A new report has suggested that advisers may not be doing enough to deliver value for their existing clients, which is ...

Otivo launches 'national first' AI digital advice assistant

The digital advice provider has officially launched ‘Ask Otivo’, an AI-powered interactive advice assistant to help ...

North expands managed accounts menu and Betashares partnership

AMP has expanded its platform’s managed accounts investment menu to meet the growing demand from advisers for both pre- ...

latest news

‘Flawed business models’ to blame for CSLR blowout: AFCA

The future of succession planning: Why WT is investing in advice firms

How can advisers deliver more value for existing clients?

Otivo launches 'national first' AI digital advice assistant

North expands managed accounts menu and Betashares partnership

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