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AUTHOR | No. of articles: 578

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Platform providers fight for favour among advisers: Report

01 July 2024 • Hits: 800
There has been fiercer competition in the platform space this past year with a new arrival on the market, a migration, a...Read More

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Not specialising, just refining: How to reduce the cost of advice

28 June 2024 • Hits: 352
Advisers need to refine their client base to help them reduce the cost of providing advice, according to a financial adv...Read More

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How open communication can reduce client stress

27 June 2024 • Hits: 455
Advisers need to use open communication and education to ease clients’ stress about their investment portfolios, accor...Read More

Risk

New risk business finally on the rise: Report

26 June 2024 • Hits: 594
An upcoming Adviser Ratings report revealed that new business in risk advice is finally on the rise again, after four co...Read More

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Advisers getting older on the back of experience pathway: Report

26 June 2024 • Hits: 906
An upcoming report has revealed that the average age of an adviser has increased due, in part, to the experience pathway...Read More

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CSLR design flaw could leave some paying more than their share

26 June 2024 • Hits: 445
While the Compensation Scheme of Last Resort (CSLR) continues to be surrounded by feelings of consternation, retrospecti...Read More

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Why financial advice is a ‘combination of finance and psychology’

27 June 2024 • Hits: 753
Advisers with psychology backgrounds are in a unique position to better understand and form deeper connections with clie...Read More

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FAAA calls for action on financial abuse reporting

25 June 2024 • Hits: 481
The Financial Advice Association Australia (FAAA) has put forth recommendations to reduce the impact of financial abuse ...Read More

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Opportunity for advisers in family offices

25 June 2024 • Hits: 725
Advisers have a unique opportunity to work with family offices by capitalising on their access to technology and wealth ...Read More

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