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AUTHOR | No. of articles: 424

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Firm aims to bridge the gap in women’s financial literacy

19 March 2024 • Hits: 255
A financial services firm has announced the launch of its program to help empower women and increase their financial lit...Read More

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More than half of advisers utilising managed accounts

18 March 2024 • Hits: 384
A new report has revealed an upward trend in managed accounts being used, with funds under management close to $200 bill...Read More

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Can more access to advice improve retirement outcomes?

18 March 2024 • Hits: 260
Allowing institutions to provide advice to members could set them up for a better retirement, according to a super fund ...Read More

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Large licensees ‘shining’ despite adviser numbers slipping

15 March 2024 • Hits: 219
A number of large licensee owners have maintained growth even as adviser numbers continue to drop, according to an indus...Read More

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Can AI help improve access to advice?

13 March 2024 • Hits: 226
AI could be implemented to give clients basic financial advice, according to a financial adviser. Read More

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Managed accounts FUM up 20% over prior 6 months

13 March 2024 • Hits: 492
Funds under management (FUM) in managed accounts saw immense growth in the six months to 31 December 2023. Read More

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How to interact effectively with female clients

11 March 2024 • Hits: 201
According to a financial adviser, it is important to take it slow with female clients. Read More

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Lack of understanding hindering adviser numbers

12 March 2024 • Hits: 253
The profession needs to do better at showing people what they actually do, according to a financial adviser. Read More

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How becoming a business owner can ease parenting pressure

08 March 2024 • Hits: 242
According to a financial adviser, more women within the profession need to become business owners. Read More

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