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AUTHOR | No. of articles: 382

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Risk

Industry relationships key for risk advice sector

25 September 2024 • Hits: 210
With so few advisers willing to write risk advice, an industry professional is calling for better resources to encourage...Read More

News

Soft skills crucial in new hires as wealth transfer commences

25 September 2024 • Hits: 138
Advice firms need to prioritise soft skills when considering a new hire for their business, according to an advice profe...Read More

News

What to consider in an estate plan

24 September 2024 • Hits: 140
As the intergenerational wealth transfer begins, effective estate planning is becoming an essential skill for advisers l...Read More

News

How can licensees support advisers to report financial abuse?

24 September 2024 • Hits: 128
Licensees should have a procedure for advisers to follow if and when they encounter a suspected case of financial abuse,...Read More

News

‘Lots to do’: How to make advice more affordable

23 September 2024 • Hits: 117
Despite lowering the cost of advice being on the government’s agenda for some time now, a financial adviser says there...Read More

Risk

Collaborative solutions needed to bridge Australia’s life insurance ...

20 September 2024 • Hits: 255
As affordability and a shortage of risk advisers continue to limit Australians’ access to life insurance, industry exp...Read More

News

Unclear entry criteria is impacting the next generation of advisers

20 September 2024 • Hits: 144
The lack of new entrants is an ongoing issue for the financial advice profession; however, a university lecturer says th...Read More

News

‘Like any other tool’: Finding a balanced approached to AI in advi...

20 September 2024 • Hits: 128
As AI becomes increasingly prevalent in the advice profession, advisers must strike a balance between leveraging its cap...Read More

News

‘Hidden epidemic’: Advisers’ role in addressing suspected financ...

19 September 2024 • Hits: 150
Financial advisers are ideally positioned to identify and address cases of financial abuse; however, an industry veteran...Read More

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