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Could legal interpretation make SOA reforms essentially redundant?

03 April 2025 • Hits: 0
While the latest advice reforms update left many wanting, the FAAA’s Phil Anderson has suggested that, depending on ho...Read More

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iExtend announces C-suite appointment

02 April 2025 • Hits: 17
According to the firm, this appointment will bolster its operations, supporting the business as it expands. ...Read More

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Neglect in the budget makes federal election outcome ‘crucial’ for...

02 April 2025 • Hits: 11
With the federal budget and election both announced last week, the FAAA’s Phil Anderson has raised concerns about fina...Read More

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Otivo launches ‘national first’ AI digital advice assistant

01 April 2025 • Hits: 5
The digital advice provider has officially launched Ask Otivo, an AI-powered interactive advice assistant to help answer...Read More

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How can advisers deliver more value for existing clients?

01 April 2025 • Hits: 12
A new report has suggested that advisers may not be doing enough to deliver value for their existing clients, which is u...Read More

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North expands managed accounts menu and Betashares partnership

01 April 2025 • Hits: 10
AMP has expanded its platform’s managed accounts investment menu to meet the growing demand from advisers for both pre...Read More

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Tips and tricks for navigating the AFCA complaints process

31 March 2025 • Hits: 27
When it comes to dealing with an AFCA complaint, a financial services lawyer suggested that advisers should engage and r...Read More

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What is driving advisers’ growing reliance on managed accounts?

31 March 2025 • Hits: 32
A new report has found that advisers are increasingly turning to managed accounts but some clients are still hesitant to...Read More

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Overconfidence driving clients to break up with their adviser: Report

28 March 2025 • Hits: 18
A new report has shown that clients’ misplaced confidence in their financial literacy has led some to leave their advi...Read More

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