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Sarah Kendell

AUTHOR|No. of Articles: 93

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John Maroney

ATO access could slash adviser admin time

A number of industry bodies have argued financial planners should be given access to their clients' ATO information in...Read More
Making the leap to keep advice affordable

Making the leap to keep advice affordable

The removal of commissions has made it tough to provide basic services to clients without having to charge for full advi...Read More
Robert Coulter

Ex AFA GM joins robo advice firm

A digital advice provider has appointed a former AFA general manager of partnerships to head up its sales efforts in the...Read More
Data access kneecapping licensee progress

Data access kneecapping licensee progress

A lack of consistent compliance data across advice licensees is causing the costs of doing business to rise, meaning pla...Read More
Dean Martin

How the industry can embrace innovation and tap into data to unlock me...

With an estimated 70 percent of Australians still not accessing financial advice and increasing numbers of financial adv...Read More
Challenges and opportunities for advisers in 2021

Challenges and opportunities for advisers in 2021

After a year of challenge, advisers might be hesitant to acknowledge that 2021 might prove to be more of a mirage rather...Read More

How this graduate adviser wrote her own PY program

While many practice principals are keen to bring new blood into their business, they often don’t have the time to devi...Read More

How COVID removed barriers in financial services

The COVID crisis has bought leaders in financial services and advice out of their "ivory tower" and allowed better commu...Read More
Michael Blomfield

Are you ready for advice fee consent reforms?

This month the Financial Sector Reform (Hayne Royal Commission Response No. 2) Bill 2020 was officially introduced and ...Read More
Aged care

Aged care investing a new frontier for retirement clients

Aligning aged care funding more closely with investing for retirement could help improve retirees' confidence to comfort...Read More
Midwinter unveils agreement with Wealth Today

Midwinter unveils agreement with Wealth Today

Advice software group Midwinter has announced a new agreement with listed advice group Wealth Today to supply its more ...Read More
Brett Mennie

Technology separates managed portfolios into haves and have nots

Technology is a major differentiator in managed portfolios, and platforms that use it to innovate and unlock value for t...Read More
Phil Pilgrim

Clients for life

It’s safe to say – today’s advice business isn’t like yesterday’s. Read More
Ben Streater

HNW advisers' best kept secret

High net worth Australians are seeking out professional financial advisers with institutional investment capabilities. ...Read More
Adviser Innovation Summit 2020

Adviser Innovation Summit Day 1 - New-world technology meets old-world...

Within the next few years, advisers will be able to use affordable virtual reality technology to bring clients’ finan...Read More

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