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AUTHOR | No. of articles: 381

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Client retention a key concern during wealth transfers

25 October 2024 • Hits: 70
With as much as $84 trillion set to be inherited globally, a new report has found that almost half of all advisers consi...Read More

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AstuteWheel launches new client engagement platform

23 October 2024 • Hits: 57
The financial advice software provider announced it has moved its development team in-house to have a “higher level of...Read More

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‘Turning the Titanic’: Advisers critical for young Australians

23 October 2024 • Hits: 94
According to an industry expert, the evolving super and tax landscapes have made financial advisers essential for workin...Read More

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‘True and honest self’: Comfort key to building trust with clients

22 October 2024 • Hits: 113
According to a specialist adviser, creating a comfortable environment is the most important factor when working with LGB...Read More

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Compliance services firm adds head of strategy

22 October 2024 • Hits: 80
My Dealer Services has appointed a new head of strategy as the company looks to expand its reach and service offerings. ...Read More

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Will licensees maintain onerous SOA requirements despite DBFO changes?

18 October 2024 • Hits: 243
Industry experts have suggested that while licensees won’t be “deliberately setting out to block the effectiveness�...Read More

Risk

Individual risk sales down 8.5%

16 October 2024 • Hits: 88
According to recent figures, insurance premiums are down across the board for the year to June 2024. ...Read More

News

‘Major milestone’: Managed accounts FUM surpasses $200bn

15 October 2024 • Hits: 88
Funds under management (FUM) in managed accounts continues to see growth over the first half of the year, according to a...Read More

News

DASH completes acquisition of Integrated Portfolio Solutions

15 October 2024 • Hits: 113
DASH says the move marks a “significant development” for the future of platform technology. ...Read More

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