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AUTHOR | No. of articles: 559

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Could AI increase advisers’ capacity to 250 clients each?

10 January 2025 • Hits: 486
The time-saving opportunities of using AI have led a number of businesses to take a chance on the relatively new technol...Read More

News

SOAs the ‘most inefficient’ aspect of advisers’ work

09 January 2025 • Hits: 423
While a number of suggestions have been made to remedy the imposition posed by statement of advice (SOA) requirements, a...Read More

News

New year, new licensee: Considerations when making a switch

09 January 2025 • Hits: 325
As businesses return to work with fresh eyes for the new year, advisers might consider assessing their licensees’ rece...Read More

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Financial services urged to prioritise growing the impact investment s...

09 January 2025 • Hits: 338
As interest in ethics-based investing has risen over recent years, members of Australia’s impact investing community a...Read More

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‘People have a choice in 2025’: Howarth criticises Labor’s handl...

08 January 2025 • Hits: 731
In an exclusive interview with ifa, shadow financial services minister Luke Howarth has voiced doubts as to the current ...Read More

Risk

‘It’s time’: Shifting focus to the next generation

08 January 2025 • Hits: 330
With thoughts to the year ahead, a life insurance executive believes more needs to be done to serve the younger generati...Read More

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Major milestone marks new phase of Australia’s great wealth transfer

07 January 2025 • Hits: 397
According to new research, Gen X has officially overtaken Baby Boomers in property wealth and shares as the older genera...Read More

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Calls for unity among advisers to protect the profession’s future

07 January 2025 • Hits: 429
With Australia’s next federal election looming nearer, a financial adviser has argued the need for a unified voice amo...Read More

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Your holiday reading list of books by advisers

24 December 2024 • Hits: 331
Books penned by financial advisers to keep you engaged and entertained over the holiday season. ...Read More

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