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Sarah Kendell

AUTHOR|No. of Articles: 93

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Nicole Alexander

‘Under the radar’ challenges facing self-licensed advisers in 2021

The pace and broad scope of changes that financial advisers are managing in the wake of the royal commission are incredi...Read More

Clients unimpressed with platform features

A new global research report has revealed that only around a third of investors think the platforms they and their advis...Read More
Managed account use jumps amid COVID crisis

Managed account use jumps amid COVID crisis

The majority of advisers are now using managed accounts in their business, with the COVID pandemic having boosted clien...Read More
Adviser Innovation Summit 2021

Momentum Media launches Adviser Innovation Summit 2021

One of the most popular events on the financial adviser calendar is back and better than ever in 2021, delivered in a ph...Read More
Adam Steen

Secure your online assets… if you want to stay in business

Online attacks on financial services and other sectors have grown in number, size, and sophistication. PwC notes that fr...Read More
Steve Prendeville

Can a younger client base make your business worth more?

Engaging new generations of clients not only makes good business sense, but can directly affect the sale price of your p...Read More
HUB24 unveils regtech launch

HUB24 unveils regtech launch

Platform provider HUB24 has flagged the launch of new compliance technology for advisers following its purchase of a sta...Read More
Glen Hare

How to secure more millennial clients

What do millennials care most about when it comes to advice? One practitioner shares his top tips for acquiring and enga...Read More
AFA appoints membership services manager

AFA appoints membership services manager

The advice industry body has announced the appointment of a new membership services manager from the Australian Institut...Read More
Shannon Bernasconi

Keep client communications in the control of advisers

The passing of the Financial Sector Reform (Hayne Royal Commission Response) Bill in Parliament recently has seen a spot...Read More
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Iress flags solution to 'multi-dimensional' DDO rules

The listed advice software group has said it is working on an industry-wide solution to forthcoming design and distribut...Read More
platform

Which platform comes out on top from adviser rankings?

New research has revealed which platform is ranked number one in Australia based on functionality and adviser preference...Read More
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Advice degree enrolments rise 300%

FASEA has reported a strong pick-up in students enrolling in financial planning degrees as the transition to profession...Read More
Praemium profits soar

Praemium profits soar over 60%

The managed accounts provider has seen a "transformational" first-half result following its acquisition of high net wort...Read More
Consumers at risk from TikTok investing tips

Consumers at risk from TikTok investing tips

An alarming number of young people are getting investment ideas from social media influencers that are propagating misle...Read More

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