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News

HeirWealth launches integration with Class Super

19 March 2025 • Hits: 64
The Australian fintech firm has announced a “significant integration” with Class Super to streamline client asset ma...Read More

Risk

TAL snags AIA talent for senior roles

18 March 2025 • Hits: 93
The Australian life insurer has poached AIA’s investment strategy head to bolster its senior management team. ...Read More

News

FAAA helping guide young Australians to financial freedom

18 March 2025 • Hits: 67
The FAAA has set its sights on Australia’s youth, launching a guide to help them build a solid foundation for their fi...Read More

News

Practice support staff less welcoming of AI tools

18 March 2025 • Hits: 94
Though AI has taken the financial advice industry by storm in recent years, practice support staff appear considerably m...Read More

News

‘Wearing two hats’: Balancing being an adviser and business owner

18 March 2025 • Hits: 118
After 10 years of working her way in an advice firm, a practice principal said there are three essential tools to balanc...Read More

News

‘A great believer’: The value of specialised financial advice

14 March 2025 • Hits: 101
A 42-year veteran of the advice profession has suggested that specialisation provides a deeper level of value for client...Read More

News

HNW clients seek ‘wider investment universe’: Praemium

13 March 2025 • Hits: 82
New research has revealed that high-net-worth advisers are turning to non-custodial assets to fulfil client demand for �...Read More

Risk

Efficiency key to making risk advice more financially viable for holis...

12 March 2025 • Hits: 150
As Australia continues to have an underinsurance issue, a risk industry specialist said there needs to be greater focus ...Read More

News

Wilsons Advisory sets up shop in the wild west

12 March 2025 • Hits: 92
Having established several offices across Queensland, NSW and Victoria, the financial advice firm is expanding its reach...Read More

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