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AUTHOR | No. of articles: 558

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News

The challenge of managing the inflow of new clients

16 April 2024 • Hits: 635
Many in the advice profession are being inundated with new client requests as the demand for advice rises and the number...Read More

News

CFS expands client access to cryptocurrency through Edge

12 April 2024 • Hits: 713
The super and investment fund has added a spot bitcoin ETF to the CFS Edge platform. ...Read More

Risk

‘Unnecessary stress for customers’: Insurers struggling with claim...

11 April 2024 • Hits: 496
Life insurers need to improve their procedures following an uptick in breaches related to claims handling, according to ...Read More

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Evolving client expectations causing strain for some advice profession...

10 April 2024 • Hits: 480
As the value of practice efficiency grows for advisers, client expectations are adding to the challenge, according to a ...Read More

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Count makes further acquisition moves

10 April 2024 • Hits: 631
The firm continues to be busy in the acquisitions space, announcing an expansion of its Gold Coast offering and the comp...Read More

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Is it still profitable to operate an advice firm?

09 April 2024 • Hits: 560
Balancing the increasing cost of operating against the cost to clients is important in maintaining your profit margin, a...Read More

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Looking past the short-term headwind in responsible investing

09 April 2024 • Hits: 563
As the responsible investing market recovers from trying times, it is important to better educate clients on the reality...Read More

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Why should advisers learn about responsible investing?

05 April 2024 • Hits: 822
Advisers need to expand their understanding of responsible investing in response to Australia’s increasing demand, acc...Read More

News

Are multidisciplinary firms the way forward for advice businesses?

05 April 2024 • Hits: 482
Client retention, competitive advantage, and increased growth potential are among the benefits of this alternative busin...Read More

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