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Taking a ‘blank canvas approach’ to post-DBFO SOAs

10 December 2024 • Hits: 431
According to Adviser Ratings, the “liberation from SOA requirements” with the coming legislative reforms is an oppor...Read More

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‘Long-term investment’: CPD driving up practice revenue

09 December 2024 • Hits: 293
As the end of the year approaches, many advisers will find themselves attending conferences and other industry events. W...Read More

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More than 20k candidates have passed the adviser exam

09 December 2024 • Hits: 362
The November ASIC adviser exam sitting has seen the highest percentage of pass marks since it began administering the ex...Read More

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North gains consolidated reporting capabilities to boost adviser effic...

06 December 2024 • Hits: 208
Following feedback from advisers, AMP has announced the launch of new multi-client reporting capabilities on North Inter...Read More

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MiQ launches estate planning solution

06 December 2024 • Hits: 280
Following a six-month pilot of the program, MiQ Private Wealth will roll out its Yodal-backed estate planning solution a...Read More

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Centrepoint Alliance launches IconiQ platforms

09 December 2024 • Hits: 339
The licensee has launched two new platforms, which it said would provide an efficient, cloud-based solution for advisers...Read More

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Super industry says ‘robust consumer protections’ key for NCAs

05 December 2024 • Hits: 592
Following the latest update on the DBFO reforms, the general consensus across the super, insurance and fund bodies is po...Read More

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Advisers ‘not the hero’ in this practice

05 December 2024 • Hits: 255
While advisers are often considered the key player in many practices, according to a business owner, he takes the approa...Read More

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Praemium partnership expands access to alternative assets

05 December 2024 • Hits: 344
The wealth management platform provider says the partnership will help advisers better meet the evolving needs of their ...Read More

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