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Why advisers need to effectively communicate their value proposition

06 August 2024 • Hits: 462
Advisers need to get better at communicating the value of their services to the clients they want to work with, accordin...Read More

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Wilsons Advisory announces merger with Statton Partners

05 August 2024 • Hits: 682
Wilsons has announced a merger with the Sydney-based wealth management firm and some new additions to its team. Read More

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‘A passion, a cause, a purpose’: Providing more than financial adv...

02 August 2024 • Hits: 563
A new business is giving advisers the tools to help their clients create a meaningful retirement experience. ...Read More

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CFS signs 5-year deal with Microsoft

02 August 2024 • Hits: 615
The wealth management firm has extended its deal with Microsoft, underpinning its use of cloud and generative AI technol...Read More

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Bridging the gap with a ‘spectrum’ of advisers

02 August 2024 • Hits: 540
According to an industry expert, there should be a spectrum of advisers to serve the needs of Australians at every stage...Read More

Risk

CALI welcomes Allianz Retire+ to its ranks

31 July 2024 • Hits: 453
CALI expands its network as it welcomes its 20th full member to the association. ...Read More

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Advice firm expands team as demand increases

31 July 2024 • Hits: 661
Freshwater Wealth has brought on two new advisers after just eight months of operation. ...Read More

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‘Quality over quantity’: Average number of clients drops below 100

31 July 2024 • Hits: 701
New data from Investment Trends shows advisers are actively managing less clients than ever before, prioritising quality...Read More

Risk

TAL appoints new chief executive individual life

31 July 2024 • Hits: 621
As TAL prepares to officially usher in its new CEO, the Australian insurer has announced the appointment of a new chief ...Read More

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