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Advisers aim to serve 650k more clients in 3 years: Report

20 November 2024 • Hits: 44
According to a new report, advisers are actively working towards increasing client capacity and profitability, though ch...Read More

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Fractured data potentially damaging adviser-client relationships: Repo...

19 November 2024 • Hits: 40
While research often portrays technology as a kind of miracle cure for financial advisers’ woes, a new report says tha...Read More

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AZ NGA acquires Sydney-based advice firm

18 November 2024 • Hits: 44
The professional service group has announced its acquisition of StrategyOne Advice Network as it continues to partner wi...Read More

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Investing in process efficiency ‘one of the best spends’

19 November 2024 • Hits: 59
While advisers search for new ways to improve their efficiency, a consultant argues that firms likely have areas in whic...Read More

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AWAG makes second equity investment

18 November 2024 • Hits: 39
The financial services group has expanded its reach with its second equity partnership investment, saying there are more...Read More

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Advice key to boosting retirement preparedness

18 November 2024 • Hits: 53
According to a new report, while Australians are increasingly feeling unprepared for retirement, access to advice appear...Read More

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Balancing opportunity and risk of AI in advice

15 November 2024 • Hits: 54
AI has quickly worked its way into advice technology, but how much should AI be taking on and how far will it go? ...Read More

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Platforms constraining advisers’ ability to deliver access to altern...

15 November 2024 • Hits: 56
New research has revealed that high-net-worth investors are increasingly interested in alternative assets; however, some...Read More

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Time constraints hindering efficiency gains for advisers

19 November 2024 • Hits: 42
Despite technology becoming pervasive in the advice process over recent years, a paraplanner of more than 20 years says ...Read More

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