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‘Turning the Titanic’: Advisers critical for young Australians

23 October 2024 • Hits: 675
According to an industry expert, the evolving super and tax landscapes have made financial advisers essential for workin...Read More

News

‘True and honest self’: Comfort key to building trust with clients

22 October 2024 • Hits: 588
According to a specialist adviser, creating a comfortable environment is the most important factor when working with LGB...Read More

News

Compliance services firm adds head of strategy

22 October 2024 • Hits: 414
My Dealer Services has appointed a new head of strategy as the company looks to expand its reach and service offerings. ...Read More

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Will licensees maintain onerous SOA requirements despite DBFO changes?

18 October 2024 • Hits: 757
Industry experts have suggested that while licensees won’t be “deliberately setting out to block the effectiveness�...Read More

Risk

Individual risk sales down 8.5%

16 October 2024 • Hits: 206
According to recent figures, insurance premiums are down across the board for the year to June 2024. ...Read More

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‘Major milestone’: Managed accounts FUM surpasses $200bn

15 October 2024 • Hits: 416
Funds under management (FUM) in managed accounts continues to see growth over the first half of the year, according to a...Read More

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DASH completes acquisition of Integrated Portfolio Solutions

15 October 2024 • Hits: 534
DASH says the move marks a “significant development” for the future of platform technology. ...Read More

News

Financial advisers ‘pivotal’ to a secure transfer of wealth

16 October 2024 • Hits: 391
With $3.5 trillion in assets set to change hands by 2050, an industry expert has stressed the significant role of advise...Read More

Risk

TAL reduces need for mandatory health testing for clients

16 October 2024 • Hits: 273
The Australian life insurer claims this change will mean nearly 45 per cent fewer clients will need to undertake a manda...Read More

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