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Investment Trends in the media

Explore the latest media headlines featuring key findings from a range of the Investment Trends research reports.

Investment Trends

Wealthy Investors Pursue Higher Returns Amid Risk

Financial News

July 17, 2024

Hazle Jakubowski

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High-net-worth investors seek enhanced returns in a risky world

AFR

July 17, 2024

Staff Writer

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Young, bullish online investors drive trading: Survey

Financial Standard

July 17, 2024

KARREN VERGARA

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New investor wave driven by younger participants

Money Management

July 16, 2024

Jasmine Siljic

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Client aids for regulations wanted

Self Managed Super Magazine

July 16, 2024

Darin Tyson-Chan

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Surge in online investing driven by young investors and bullish sentiment

Adviser Voice

July 16, 2024

Staff Writer

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Advisers keen to plug in AI

Insurance News

July 15, 2024

Staff Writer

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Funds successfully align products with retirees’ needs, yet gaps persist

Super Review

July 15, 2024

Rhea Nath

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Advisers are the secret weapon to member retention

Professional Planner

July 12, 2024

Chris Dastoor

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Adviser numbers stabilise, reflecting positive market outlook: 2024 Adviser Product and Marketing Needs Report

Adviser Voice

July 11, 2024

Staff Writer

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ETFs trump active managed funds in core portfolios

Financial Standard

July 11, 2024

KARREN VERGARA

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Adviser numbers stabilise, a positive sign for the profession: Report

IFA

July 11, 2024

Shy-ann Arkinstall

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Advisers to boost tech spend as AI, cyber interest piqued

Financial Newswire

July 10, 2024

Patrick Buncsi

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Our Pick Of The Best ETFs For Australian Investors In 2024

Forbes

July 10, 2024

Sophie Venz

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Advisers looking to spend more on tech stacks: Report

IFA

July 10, 2024

Shy-ann Arkinstall

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Div 296 tax most impactful change

Self Managed Super Magazine

July 9, 2024

Darin Tyson-Chan

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Investment Trends research helps trustees address APRA’s call for enhanced super fund strategies

Adviser Voice

July 9, 2024

Staff Writer

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Surge in AI adoption and cybersecurity focus transforms adviser technology landscape

Adviser Voice

July 9, 2024

Staff Writer

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Advisers encouraged to embrace AI

Financial Standard

July 9, 2024

ELIZA BAVIN

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How much do advice practices spend on tech?

Money Management

July 9, 2024

Jasmine Siljic

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Say hi to AI: Outsourcing inevitable as support staff shrinkage continues

Professional Planner

July 9, 2024

Beata Kuczynska

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Investment Trends research to come under the microscope at Technical Summit

Adviser Voice

July 3, 2024

Staff Writer

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Number of Active Leveraged Traders in the UK Is on Decline, but More Continues Trading

Trading View

July 2, 2024

Staff Writer

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Italian Traders Flex Muscles in FX/CFD Market with Highest Portfolio Size and Margins

Finance Magnates

July 1, 2024

Damian Chmiel

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Australia:Big pool of 2.6m Aussies without health insurance express interest in buying cover

Asia Insurance Review

June 28, 2024

Staff Writer

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Lack of advisers a ‘concern’ for SMSF sector: FAAA

SMSF Adviser

June 28, 2024

Keeli Cambourne

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More entrants can curb unadvised SMSFs

Self Managed Super Magazine

June 26, 2024

Todd Wills

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Significant opportunity for insurers to engage 2.6 million interested Australians without health coverage, new report reveals

Adviser Voice

June 26, 2024

Staff Writer

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Industry underinvestment has caused productivity losses

Professional Planner

June 26, 2024

Chris Dastoor

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The evolving adviser-BDM relationship

Money Management

June 24, 2024

Jasmine Siljic

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Which stocks are rising in popularity among self-managed superannuation investors?

Fool

June 22, 2024

Bronwyn Allen

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Word-of-Mouth Drives Client Acquisition in UAE’s FX/CFD Trading Market

Finance Magnates

June 21, 2024

Damian Chmiel

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Why more ASX investors are flocking to ETFs

Stock Brokers

June 19, 2024

Adam De Sanctis

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Netwealth Elevates Back-Office with Private AI from Appian

PR Newswire

June 19, 2024

Staff Writer

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New funds keen on crypto and cash

Self Managed Super Magazine

June 19, 2024

Jason Spits

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Rising climate and health risks spurs surge in Australian consumers’ appetite for insurance cover

Adviser Voice

June 17, 2024

Staff Writer

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DASH launches HealthyMeWise to complement its Digital Advice Solution

Adviser Voice

June 6, 2024

Staff Writer

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ETFs dominate client portfolios: Study

Financial Standard

June 5, 2024

KARREN VERGARA

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DASH partners to improve client well-being and access to advice

IFA

June 5, 2024

Shy-ann Arkinstall

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How platform and service innovation will fuel future of advice

Professional Planner

June 5, 2024

Matt Rady

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What’s behind the 146pc growth in managed accounts?

Professional Planner

June 5, 2024

Nina Hendy

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SMSF member longevity risk concern low

SMS Trustee News

June 3, 2024

Jason Spits

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Adviser AI tool hits the market

Money Management

June 3, 2024

Jasmine Siljic

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Home > Superannuation > Industry funds outflows to SMSFs double Industry funds outflows to SMSFs double

Financial Newswire

May 30, 2024

Mike Taylor

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$250,000 threshold for member moves

Self Managed Super Magazine

May 30, 2024

Jason Spits

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Investment Trends report highlights key drivers of member engagement and service needs

Adviser Voice

May 30, 2024

Staff Writer

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Why a growing number of trustees are switching to ETFs and managed funds.

Centra Wealth

May 30, 2024

Staff Writer

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Super fund engagement peaks among members with $250k+ balances: Report

Financial Standard

May 30, 2024

Andrew Mckean

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Younger SMSF trustees driving ETF investment

SMSF Adviser

May 27, 2024

Keeli Cambourne

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Australians feel ill-prepared for retirement, one cohort is an exception.

Morning Star

May 25, 2024

Shani Jayamanne

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Online advice driving new set-ups

Self Managed Super Magazine

May 23, 2024

Jason Spits

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Welcome to Firstlinks Edition 561

First Links

May 23, 2024

Staff Writer

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SMSF trustees more confident about their retirement: report

SMSF Adviser

May 23, 2024

Keeli Cambourne

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Consumer Duty Impacted 85% of The UK Advisers, Study Shows

Finance Magnates

May 23, 2024

Staff Writer

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SMSF members confident in retirement

Self Managed Super Magazine

May 22, 2024

Jason Spits

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SMSFs’ use of advisers plummets: Research

Financial Standard

May 22, 2024

Andrew Mckean

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SMSFs accessing advice falls to six-year low: Report

IFA

May 22, 2024

Keeli Cambourne

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ETFs and managed funds compete with property in SMSF allocations

Professional Planner

May 22, 2024

Chris Dastoor

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Advised SMSFs hit all-time low

Self Managed Super Magazine

May 21, 2024

Jason Spits

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Private markets demand cools: bfinance

Financial Standard

May 21, 2024

KARREN VERGARA

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Why ‘Roaring Kitty’ is the poster child for next-generation investors

SMH

May 21, 2024

Marcus Ashworth

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Claims processes, branding flagged as key issues for industry

Insurance News

May 20, 2024

Staff Writer

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Only 12% of advisers rate main platform as ‘very good’

Money Marketing

May 20, 2024

Darius McQuaid

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Paulina Duran joins Capital Brief as Overnight Editor

Influencing

May 16, 2024

Pragadish Kirubakaran

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Younger generations are boosting the ranks of Aussie investors

Westpac

May 14, 2024

James Thornhill

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ADVICE, WEALTH AND SUPER REWIRED 2024 previously Platforms, Wraps and Advice Technology

Financial Newswire

May 10, 2024

Staff Writer

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BT Panorama managed accounts now exceed 400, diversified and ESG options added

Adviser Voice

May 10, 2024

Staff Writer

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MLC Asset Management, Managed Account Strategies reach $2 billion

Adviser Voice

May 8, 2024

Staff Writer

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MLC managed account strategies surpass $2bn FUM

Money Management

May 8, 2024

Jasmine Siljic

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Which super funds offer income for life?

Super Guide

May 7, 2024

Barbara Drury

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State Street Risk-Based ETF Model Portfolios now accessible through Netwealth

Adviser Voice

May 2, 2024

Staff Writer

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Brand strength ‘decisive factor’ in life insurance decisions

IFA

May 1, 2024

Keith Ford

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AMP Advice launches Australia-first solution for democratising access to managed portfolios

Adviser Voice

May 1, 2024

Staff Writer

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AMP launches ‘unique’ managed portfolio solutions

IFA

May 1, 2024

Shy-ann Arkinstall

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AMP Advice launches tailored managed portfolio range

Money Management

May 1, 2024

Jasmine Siljic

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Life insurance in Australia: Brand trust and digital innovation key amidst financial security debate

Adviser Voice

April 30, 2024

Staff Writer

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Aussies underestimate life insurance’s importance: Investment Trends

Financial Standard

April 30, 2024

Andrew Mckean

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Reframing insurance as an investment in financial security

Professional Planner

April 30, 2024

Chris Dastoor

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Brand trumps advice for life insurers

Financial Newswire

April 30, 2024

Mike Taylor

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AMP expands North range with diversified index managed portfolios

Money Management

April 29, 2024

Laura Dew

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North expands Platform offering with launch of low-cost Diversified Index Managed Portfolio range

Adviser Voice

April 29, 2024

Staff Writer

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Vanguard makes ‘significant expansion’ of managed accounts

IFA

April 24, 2024

Jasmine Siljic

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Vanguard adds managed accounts to HUB24, Netwealth platforms

Money Management

April 24, 2024

Vanguard adds managed accounts to HUB24, Netwealth platforms

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HUB24 hits $100bn milestone

Financial Standard

April 16, 2024

KARREN VERGARA

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Solving the advice gap challenge

FS Advice

April 12, 2024

Ben Walsh

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The salary boom for intermediary BDMs

Money Management

April 9, 2024

Jasmine Siljic

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Client satisfaction drives service evolution

Professional Planner

April 4, 2024

Sharyn Baker

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Hong Kong’s Investor Base Shrinks to 840,000, Study Finds

Finance Magnates

April 3, 2024

Damian Chmiel

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AustralianSuper hires data strategy lead

Financial Standard

April 2, 2024

ELIZABETH FRY

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SELF-MANAGED SUPER FUND (SMSF)

Finassure

March 25, 2024

Staff Writer

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Managed accounts attract record high per cent of new funds under advice

Adviser Voice

March 18, 2024

Staff Writer

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More than half of advisers utilising managed accounts

IFA

March 18, 2024

Shy-ann Arkinstall

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Three-quarters of advisers expected to use managed accounts

Money Management

March 18, 2024

Laura Dew

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Investors are piling into managed accounts

Townsville News

March 15, 2024

Sean

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North’s managed portfolios surpass $14 billion AUM milestone

Financial Newswire

March 15, 2024

Yasmine Masi

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North managed portfolios top $14 billion AUM as further enhancements rolled out for advisers and clients

Adviser Voice

March 15, 2024

Staff Writer

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Advisers flock to managed accounts, but are very selective

Financial Standard

March 15, 2024

ELIZA BAVIN

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Managed accounts take-up plateaus but assets surge

Professional Planner

March 15, 2024

Simon Hoyle

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The ‘platforms race’ grabs the attention of fund managers

IFA

March 12, 2024

Rhea Nath

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FAAA Mackay Chapter Professional Development Lunch Event

Adviser Voice

March 11, 2024

Staff Writer

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How much would unadvised Aussies pay for advice?

Money Management

March 11, 2024

Jasmine Siljic

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The price is right: Advisers reveal how they calculate fees

Professional Planner

March 11, 2024

Nina Hendy

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Consumers only want to pay $800 for advice

Financial Newswire

March 8, 2024

Mike Taylor

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Cost remains the number one barrier preventing everyday Australians with advice gaps from getting professional assistance

Adviser Voice

March 8, 2024

Staff Writer

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Unmet financial advice needs affect millions in Australia

Financial Standard

March 8, 2024

ANDREW MCKEAN

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Retirement advice – how much are we willing to pay?

Your Life Choices

March 8, 2024

Andrew Gigacz

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Advice seen as valuable but costly

Self Managed Super Magazine

March 7, 2024

Jason Spits

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1.3m Australians seeking advice, cost still a barrier

IFA

March 7, 2024

Keith Ford

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Which wealth platform saw the highest FUA growth in 1H24?

Money Management

March 6, 2024

Keith Ford

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Self-managed super fund (SMSF)

Strive Wealth

March 5, 2024

Staff Writer

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Managed accounts on the rise among advisers

IFA

March 5, 2024

Shy-ann Arkinstall

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Australians willing to pay $800 for retirement income advice

Professional Planner

March 5, 2024

Chris Dastoor

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Provident Advisory launches managed accounts on BT Panorama

BT

February 29, 2024

Lisa Parrett

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Former Investment Trends CEO joins Netwealth

Money Management

February 29, 2024

Laura Dew

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Managed accounts see 50% rise in adviser usage

Money Management

February 27, 2024

Laura Dew

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Platform providers look for a target segment but functionality often suits all

Professional Planner

February 27, 2024

Chris Dastoor

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Social trading: Friend or foe in your Lunar New Year quest for fortune?

E27

February 26, 2024

Jun Rong Yeap

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Praemium announces profit, $20m acquisition

IFA

February 26, 2024

Keith Ford

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Rest details advice plan: Digital tool accompanied by ‘phone-based’ advisers

Money Management

February 21, 2024

Maja Garaca Djurdjevic

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What Do Managed Accounts And Taylor Swift Have In Common?

Adviser Ratings

February 21, 2024

Staff Writer

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Fund to introduce digital advice offering, ‘phone-based’ advisers

IFA

February 21, 2024

Maja Garaca Djurdjevic

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Little to separate HUB24 and Netwealth

Professional Planner

February 20, 2024

Chris Dastoor

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HUB24 again claims top spot in platform rating

IFA

February 19, 2024

Shy-ann Arkinstall

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FAAA Mackay Chapter Professional Development Lunch Event

Adviser Voice

February 17, 2024

Staff Writer

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HUB24 and Netwealth still top platform rankings HUB24 and Netwealth still top platform rankings

Financial Newswire

February 16, 2024

Mike Taylor

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HUB24 v Netwealth: Which platform has won first place?

Money Management

February 16, 2024

Jasmine Siljic

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Investment Trends ranks top five platforms

Financial Standard

February 15, 2024

Andrew Mckean

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Sentiment reverses as appetite heats up for global ETFs

Money Management

February 15, 2024

Jasmine Siljic

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HUB24 remains top adviser platform: Investment Trends

Professional Planner

February 15, 2024

Staff Writer

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Online investment dives as novice investors shy away from platforms

Inside Adviser

February 8, 2024

Staff Writer

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Betashares to capitalise on growing popularity of international equities

Investor Daily

February 8, 2024

Maja Garaca Djurdjevic

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Boutique investment manager launches online solution

Money Management

February 8, 2024

Jasmine Siljic

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Boutique AM unveils ‘easy-to-use, low-cost’ online wealth portal

Financial Newswire

February 7, 2024

Patrick Buncsi

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Online investor participation declines

Financial Standard

February 7, 2024

Andrew Mckean

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Online investors need education and advisers can help

IFA

February 7, 2024

Keith Ford

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Online investor numbers decline amid int. equities rejuvenation

Financial Newswire

February 6, 2024

Yasmine Masi

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Break out the shades – the future’s so bright

Professional Planner

January 30, 2024

Simon Hoyle

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Betashares’ flagship ETFs surpass $4bn FUM

Money Management

January 29, 2024

Jasmine Siljic

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Betashares flagship equities ETFs each pass $4 billion in assets

Adviser Voice

January 29, 2024

Staff Writer

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Betashares equities ETFs exceed $4b in FUM

Financial Newswire

January 29, 2024

Yasmine Masi

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Betashares leads Australian ETF net flows

Financial Standard

January 25, 2024

Andrew Mckean

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Australians want advice and see super as the best way to pay for it

Adviser Voice

January 24, 2024

Staff Writer

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Advice funded by super supported

Self Managed Super Magazine

January 23, 2024

Todd Wills

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12 ETF ideas for 2024

Rask Media

January 23, 2024

Patrick Poke

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Ethical ETF assets surge in 2023: Analysis

Financial Standard

January 22, 2024

RACHEL ALEMBAKIS

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Retiring soon? Here are 5 questions you need to answer first

Super Guide

January 22, 2024

Barbara Drury

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Best Spread Betting Platforms UK 2024

Sterling Savvy

January 18, 2024

Will Fenton

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Betashares Australian ETF Review: End year 2023

Adviser Voice

January 18, 2024

Staff Writer

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Best Forex Trading Apps in the UK January 2024

Trading Guide

January 17, 2024

Adam Jarfjord

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Home > Funds Management > ETF investment inflows hit new record in 2023, as unlisted funds tank ETF investment inflows hit new record in 2023, as unlisted funds tank

Financial Newswire

January 17, 2024

Patrick Buncsi

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ETF playbook: 12 ETF ideas for 2024

Betashares

January 17, 2024

Patrick Poke

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Ethical ETFs AUM surges in 2023: Betashares

FS Sustainability

January 16, 2024

RACHEL ALEMBAKIS

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Fearless debtors approach retirement with big loans

Small Caps

January 2, 2024

John Beveridge

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AMP’s Jigsaw sees service refurb

Financial Newswire

December 15, 2023

Yasmine Masi

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AMP adds solutions for self-licensed advisers

IFA

December 15, 2023

Keith Ford

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AMP doubles down on self-licensee support services

Money Management

December 15, 2023

Jasmine Siljic

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Investment Trends acknowledges the Government’s response to the Quality of Advice Review

Adviser Voice

December 13, 2023

Staff Writer

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The reforms that our retirement system needs

First Links

December 13, 2023

Andrew Gale, Stephen Huppert

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Welcome to Firstlinks Edition 539 with weekend update

First Links

December 13, 2023

Staff Writer

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Why is self-licensing an attractive option?

IFA

December 13, 2023

Keith Ford

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Why 2024 is the year of digital advice traction

Money Management

December 13, 2023

Staff Writer

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Rising retiree debt underscores the need for financial advice

Money Management

December 13, 2023

Jasmine Siljic

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Evolving the private wealth advice model to support UHNW investors’ needs

Stock Brokers

December 13, 2023

Staff Writer

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Impact of debt on retiree confidence a mixed bag

Financial Standard

December 12, 2023

Chloe Walker

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Cost-of-living crisis sidelines ESG investment

Money Management

December 11, 2023

Jasmine Siljic

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FP Markets secures forex license in Kenya

The Forex review

December 7, 2023

Staff Writer

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Super fund advice could spark surge in full-service clients

IFA

December 6, 2023

Keith Ford

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Rising trend: 2 million Australians embrace ETFs

Rask Media

December 6, 2023

Annabelle Dickson

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CPD: The most significant retirement risk of them all

Adviser Voice

December 5, 2023

Staff Writer

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Trading platforms look to entice new investors as COVID boom fades

SMH

December 5, 2023

John Collette

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Government hesitant on accountants inclusion in financial advice

IFA

December 5, 2023

Maja Garaca Djurdjevic

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HUB24 launches whitepaper to support advice proposition for HNW clients

Adviser Voice

December 5, 2023

Staff Writer

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Retirement reimagined as Australian optimism meets inflation worries in 2023 super fund insights

nestegg

December 4, 2023

Staff Writer

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HNWs care more about goals than about complex investments

Professional Planner

December 4, 2023

Chris Dastoor

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Two sides to the retirement confidence coin

Super Review

December 4, 2023

Jasmine Siljic

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CPD: Financial Advice Regulatory Digest – through a consumer protection lens

Adviser Voice

December 4, 2023

Staff Writer

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HNW advisers reveal, solving complexity is top motivation for client engagement

IFA

December 4, 2023

Maja Garaca Djurdjevic

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Australians lack information about retirement income options – TAL

Insurance Business News

December 1, 2023

Roxanne Libatique

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Aware takes bold stand for broader fund advice

IFA

December 1, 2023

Keith Ford

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PPS Mutual raises concern about signs of stress for accounting workforce

Insurance Business News

December 1, 2023

Roxanne Libatique

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New research reveals most Australians are uncertain about their financial options for retirement

Adviser Voice

December 1, 2023

Staff Writer

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Directing the matrix: Meeting the advice needs of high net worth clients

Elston

December 1, 2023

Read more

Two sides to the retirement confidence coin

Money Management

December 1, 2023

Jasmine Siljic

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More retirees expect savings to outlast their lives

Financial Newswire

November 30, 2023

Mike Taylor

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Shares Jump on Strategic Refocus and Guidance Upgrade

FTD

November 30, 2023

Charles Ormond

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Majority unaware of retirement options

Self Managed Super Magazine

November 30, 2023

Todd Wills

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The number of Aussie ETF investors to pass 2m in 2023

Financial Newswire

November 29, 2023

Oksana Patron

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Number of Australian ETF investors passes two million for the first time

Adviser Voice

November 29, 2023

Staff Writer

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How machine learning can improve adviser efficiency

IFA

November 29, 2023

Keith Ford

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Over half of Australians unsure of their retirement options: Research

Professional Planner

November 29, 2023

Staff Writer

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Responsible investing embraced by financial advisers

Money Management

November 27, 2023

Jasmine Siljic

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‘Higher for longer’ prompts flight to fixed income by advisers

Money Management

November 20, 2023

Laura Dew

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Advisers want one thing above all else from their fund managers: Report

Inside Adviser

November 20, 2023

Tahn Sharpe

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Advisers favour conservative approach in high interest rate environment

IFA

November 20, 2023

Keith Ford

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Advisers turning to cash, fixed income: Data

Financial Standard

November 17, 2023

Chloe Walker

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Advisers face into uncertainty via fixed interest and cash

Financial Newswire

November 16, 2023

Mike Taylor

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Advisers embrace cash and fixed income amid historically fast interest rate hike: 2023 Adviser Product & Marketing Needs Report

Adviser Voice

November 16, 2023

Staff Writer

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Greenwashing a barrier to responsible investment uptake

Financial Standard

November 16, 2023

RACHEL ALEMBAKIS

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Australian insurers take cautious investment approach in light of high inflation and rising interest rates

Proactive

November 15, 2023

Phoebe Shields

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Advisers need to offer ESG investment advice to meet growing demand

Adviser Voice

November 14, 2023

Staff Writer

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Australian insurers rethink shifts in investment strategies driven by inflation and rising rates, new report finds

Adviser Voice

November 14, 2023

Staff Writer

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Savers worried large investors are failing to act on climate

AFR

November 13, 2023

Lucy Dean

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Ряды инвесторов во Франции за год поредели на 17%

Finance Magnates

November 8, 2023

Таня Чепкова

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MORE WEALTHY INVESTORS, BUT FEWER GETTING ADVICE AS WEALTH TRANSFER LOOMS

Inside Investor

November 1, 2023

Tahn Sharpe

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NUMBER OF WEALTHY INVESTORS NOT SEEKING ADVICE ‘PERSISTENTLY’ HIGH

Inside Adviser

October 27, 2023

Tahn Sharpe

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THRESHOLD FOR HIGHER TAX ON SUPERANNUATION LOOMS LARGE

ausbiz

October 27, 2023

Dr Irene Guiamatsia

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ADVISER NUMBERS STEADY, BUT SHORTFALL PREDICTED

Financial Standard

October 27, 2023

Chloe Walker

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BEST OPENINGS FROM OLDER CLIENTS

Self Managed Super Magazine

October 26, 2023

Darin Tyson-Chan

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INSIGNIA FINANCIAL MANAGED ACCOUNT SOLUTIONS SURPASS $6 BILLION

Adviser Voice

October 26, 2023

Insignia Financial

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INSIGNIA’S MANAGED ACCOUNT FUM SWELLS

Financial Standard

October 23, 2023

Staff Writer

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INSIGNIA MANAGED ACCOUNTS SURPASS $6BN FUM

IFA

October 23, 2023

Jessica Penny

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MOVING FROM FX TO STOCKS: CAUTIOUS MOVE OR A TREND?

Trading View

October 16, 2023

Read more

HIGHER RATES PUSHING CASH INTO YIELD PRODUCTS

ausbiz

October 16, 2023

Dr Irene Guiamatsia

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MOVING FROM FX TO STOCKS: CAUTIOUS MOVE OR A TREND?

Finance Magnates

October 16, 2023

Paul Golden

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HNWS INCREASE DIGITAL ENGAGEMENT: RESEARCH

Financial Standard

October 12, 2023

Chloe Walker

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BT PANORAMA’S BATTLE TO ‘WIN ADVISERS’ HEARTS AND MINDS’

Money Management

October 11, 2023

Laura Dew

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WHY US ONLINE INVESTORS ARE TRADING LESS BUT EARNING MORE

Finance Magnates

October 10, 2023

Damian Chmiel

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THE BOTTOM-LINE BENEFITS OF TAKING ON A PY ADVISER

Money Management

October 6, 2023

Read more

WHICH SHARES AND FUNDS DO SMSFS INVEST IN?

First Links

October 4, 2023

Graham Hand

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PRAEMIUM ENTERS SERVICES AGREEMENT WITH MERCER

Money Management

September 28, 2023

Rhea Nath

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CONTROL NOW OF GREATER IMPORTANCE

Self Managed Super Magazine

September 27, 2023

Darin Tyson-Chan

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EQT TARGETS AUSTRALIAN HNW INVESTORS WITH NEW OFFERING

Investor Daily

September 26, 2023

Jonn Bragg

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STATS SHOW MONEY SHIFT

Executive Career

September 21, 2023

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HOW TO ACHIEVE HAPPY AND SUCCESSFUL RETIREMENT

About Retirement

September 21, 2023

Katherine Isbrandt

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HOW TO WORK WITH HNWIS

Money Management

September 21, 2023

Laura Dew

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GUIDANCE CHANGE LIFTS ANTI-SMSF ROADBLOCK

Self Managed Super Magazine

September 19, 2023

Jason Spits

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OVER A QUARTER OF HNWIS HAVE DOUBTS ABOUT ADVISER EXPERTISE

Professional Planner

September 18, 2023

Chris Dastoor

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AUSTRALIA SEES MODEST UPTICK IN HNWIS: STUDY

Financial Standard

September 18, 2023

Chloe Walker

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LATEST TRENDS IN ONLINE US INVESTORS

ausbiz

September 18, 2023

Brian Chong

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INFO 274 IMPACT EVIDENT

Self Managed Super Magazine

September 15, 2023

Darin Tyson-Chan

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NOWINFINITY ADDS NEW ESTATE PLANNING FEATURES AND ENHANCEMENTS TO SMSF TRUST DEED

Australian Fintech

September 15, 2023

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NORTH EXTENDS INVESTMENT MENU WITH NEW FUNCTIONALITY FOR ADVISERS AND THEIR CLIENTS

Adviser Voice

September 15, 2023

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CLIENT PORTAL ACCESS SHIFTING FROM BROWSERS TO SMARTPHONES

Professional Planner

September 15, 2023

Callum Jones

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WHY PEOPLE DON’T SEE A FINANCIAL ADVISER

Compound Freedom

September 8, 2023

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ADVISERS SHORT-SELLING THEMSELVES BY UP TO 50%: WT FINANCIAL

Money Management

September 8, 2023

Rhea Nath

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THIRTY EIGHT PER CENT OF ADVISERS REPORT HIGHER PRACTICE PROFITABILITY IN THE LAST 12 MONTHS

Adviser Voice

September 7, 2023

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SELF-LICENSED ADVISERS MORE LIKELY TO HAVE INCREASED PROFITS

Financial Newswire

September 7, 2023

Mike Taylor

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EXCLUSIVE: TRADEREVOLUTION’S ANDREW SAKS ON BROKER TECH ISSUES, MOBILE TRADING APPS, AND MORE

FX News Group

September 7, 2023

Gerald Segal

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PRACTICE PROFITABILITY UP FOR 38% OF ADVISERS

IFA

September 7, 2023

Keith Ford

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PROFITABILITY UP FOR 1 IN 3 ADVICE PRACTICES

September 7, 2023

Keith Ford

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CAPITAL.COM APPOINTS KYLE RODDA AS SENIOR FINANCIAL MARKET ANALYST

Adviser Voice

September 6, 2023

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ADVISERS EXPERIENCING HIGHER WORKLOADS

Self Managed Super Magazine

September 6, 2023

Todd Wills

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FINANCIAL ADVICE FIRMS PROFITS JUMPS: RESEARCH

Financial Standard

September 6, 2023

Cassandra Baldini

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HIGHER CLIENT FEES LEAD TO HIGHER PROFITABILITY FOR SELF-LICENSED ADVISERS

Money Management

September 6, 2023

Laura Dew

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UPLIFT IN SELF-LICENSED PROFIT MARGINS WHILE OTHERS STAGNATE

Professional Planner

September 6, 2023

Chris Dastoor

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MEMBERS PUSH BACK ON FUNDS’ PENSION PRODUCTS

Investment Magazine

September 5, 2023

Callum Jones

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CAPITAL.COM HIRES IG/ENCOREFX ALUM KYLE RODDA AS SENIOR ANALYST IN AUSTRALIA

FX News Group

September 5, 2023

Gerald Segal

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CPD: PRICING ADVICE FOR TRUST, SUSTAINABILITY AND LOYALTY (PART 1 – PRICING FRAMEWORK AND CONTEXT)

Adviser Voice

September 5, 2023

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TRADINGVIEW’S BROKER OF THE YEAR, PEPPERSTONE LAUNCHES SPREAD BETTING

Leap Rate

September 1, 2023

Elizabeth Anderson

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WHY I’M COMMITTED TO ESG, DESPITE THE MOMENTUM SHIFT

Inside Adviser

August 31, 2023

Drew Meredith

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RETIREMENT WORRIES HIT A 10-YEAR HIGH, NEW RESEARCH SHOWS

Your Life Choices

August 30, 2023

Andrew Gigacz

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YOUNGER INVESTORS OPT FOR ROBOTS TO BYPASS COSTLY FINANCIAL ADVICE

August 30, 2023

John Collette

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EXPLORING THE PLATFORM MARKET FOR HNW CLIENTS

Money Management

August 29, 2023

Laura Dew

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WHY YOUNG INVESTORS ARE MORE RISK AVERSE

Hemmingway Financial

August 28, 2023

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DUBAI UNLEASHES CRYPTO STAKING THROUGH CUSTODY SERVICES

My Crypto

August 25, 2023

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DIVERSIFICATION AND YOUR SMSF: WHY AND HOW TO DO IT

Tech Dogs

August 24, 2023

Janine Mace

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EMERGING TRENDS IN AUSTRALIAN FINANCIAL ADVISORY BUSINESS MODELS

ausbiz

August 22, 2023

Dr Irene Guiamatsia

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PLATFORM COMPARISON FINTECH LAUNCHES

Financial Standard

August 22, 2023

Karren Vergara

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