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AUTHOR | No. of articles: 381

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Q3 reports highest inflow of new advisers in 5 years

04 November 2024 • Hits: 71
A recent report has shown a 55 per cent increase in new entrants last quarter on the back of more than 300 total candida...Read More

News

Could advisers be serving 600 clients each?

04 November 2024 • Hits: 152
While the average adviser sees around 120 clients a year, one financial adviser is aiming for 600 and is already more th...Read More

News

AI adoption 5 times higher in 2024 among advice firms

01 November 2024 • Hits: 66
According to a new report, the number of advice firms considering or already using AI technology has almost doubled in t...Read More

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‘Master of their own fates’: Supporting veterans with specialist a...

01 November 2024 • Hits: 56
According to a specialist, many holistic advisers struggle to work with veterans due to a lack of understanding of their...Read More

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Emotional intelligence key to ‘execeptional advisers’

31 October 2024 • Hits: 112
According to an expert, advisers who successfully utilise emotional intelligence tend to build stronger, and more loyal,...Read More

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Advisers ‘uniquely placed’ to provide aged care advice

31 October 2024 • Hits: 95
As discussions continue regarding the proposed changes to aged care advice, an industry professional has argued that fin...Read More

Risk

Profit-share pool exceeds $10m for PPS Mutual members

30 October 2024 • Hits: 153
Through the insurer’s profit-sharing model, PPS Mutual members will be awarded a share of more than $3 million. ...Read More

News

Video communication a key part of ‘every adviser’s toolkit’

31 October 2024 • Hits: 68
According to an industry professional, more advisers should be incorporating video communication into their advice proce...Read More

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Growth in private markets an opportunity for advisers

30 October 2024 • Hits: 45
According to new research, growing interest in private markets presents an opportunity for advisers to help HNW and UHNW...Read More

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