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Sarah Kendell

AUTHOR|No. of Articles: 93

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Accounting firms' loss could be a win for advice

Graduates whose job offers at big four accounting firms have fallen through due to COVID-19 cutbacks are now turning to ...Read More
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UK fintech makes Australia play

The neobank has ended its beta stage and rolled out its app to the broader Australian market, with plans to give custome...Read More
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Robo advice driving lower fees for planners

Advisers are lowering their prices to compete with automated investment offerings as their clients increasingly look to ...Read More
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Extend SOA relief to all single-issue advice: FSC

An industry body has proposed the government temporarily extend its SOA relief policy to all types of single-issue advic...Read More
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Refinitiv acquires advice tech provider

Refinitiv has announced the acquisition of strategic assets from Advisor Software Inc (AS), adding key digital functiona...Read More
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Nucleus adds diversity screens

The wealth manager has added diversity as an ethical exclusion as race and gender disparities leap to the forefront of i...Read More
Kelli Wilmer

One-man bands still a slave to paper

Many single adviser practices are still managing their business and compliance processes through paper-based spreadsheet...Read More
HUB24 FUA up by a third

HUB24 FUA up by a third

HUB24 recorded a 34 per cent rise in funds under administration during the financial year from the year prior, to $17.2 ...Read More
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Wealth managers needs to behave like tech firms

Wealth managers will need to leverage data and analytics “in every aspect of their business” while adviser user rati...Read More
Adviser Innovation Summit 2020

Adviser Innovation Summit 2020 agenda announced

Adviser Innovation is pleased to announce the preliminary agenda for this year’s virtual Adviser Innovation Summit. ...Read More
Michael Back

How to speed up your business growth with online reviews

If knowledge is power, consumers are now more powerful than ever. With the world of information at our fingertips, the j...Read More
Clients prefer online advice

Clients prefer online advice

Almost two-thirds of consumers favour taking the adviser relationship entirely online, according to new research from KP...Read More
Platform provider updates fee functionality

Platform provider updates fee functionality

A major platform provider has made changes to its functionality to make it easier for advisers to manage incoming change...Read More
Andrew Walsh

Blockchain supporting trust and transparency in financial advice

Earlier this year, the industry came together in response to a complex piece of new legislation coming out of the Hayne ...Read More
Advisers uncertain on tech despite COVID gains

Advisers uncertain on tech despite COVID gains

While more financial advisers are leveraging technology than ever before, they aren’t sure it’s working. Read More

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