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Weekly Adviser Movements for Australia up to July 27, 2023 Weekly Adviser Movements for Australia up to July 27, 2023 Weekly Adviser Movements for Australia up to July 27, 2023

by Adviser Ratings

Don't miss out on this week's video with Luke Withers, as he takes us through the latest adviser movements and industry insights.

Transforming Business Expansion in Advice Practices and a Potential Path for AMP? Mimicking Insignia Transforming Business Expansion in Advice Practices and a Potential Path for AMP? Mimicking Insignia Transforming Business Expansion in Advice Practices and a Potential Path for AMP?…

by Adviser Ratings

With Insignia jumping into the co-equity model, could AMP follow suit? With AMP's access to their investment platforms, such as AMP North, it's conceivable that they might cherry-pick superior advice practices, especially those they are familiar…

Advisers Answer A Question On At-Call Accounts Vs Super Advisers Answer A Question On At-Call Accounts Vs Super Advisers Answer A Question On At-Call Accounts Vs Super

by Adviser Ratings

In our 'Ask an Adviser' series this week Michal Lancemore and David Walter answer a question on adding cash to an at-call account or super fund.

Ask An Adviser - Should I Put My Cash In An At-call Account Or My Super? Ask An Adviser - Should I Put My Cash In An At-call Account Or My Super? Ask An Adviser - Should I Put My Cash In An At-call Account Or My Super?

by Michal Lancemore

Michal Lancemore of Hudson Financial Planning in Milton, QLD responds to this week's question on adding cash to an at-call account or a super fund.

Ask An Adviser - Should I Put My Cash In An At-call Account Or My Super? (1) Ask An Adviser - Should I Put My Cash In An At-call Account Or My Super? (1) Ask An Adviser - Should I Put My Cash In An At-call Account Or My Super? (1)

by David Walter

David Walter of D Walter & Associates in Alphington, VIC responds to this week's question on adding cash to an at-call account or a super fund.

Weekly Adviser Movements for Australia up to August 3, 2023 Weekly Adviser Movements for Australia up to August 3, 2023 Weekly Adviser Movements for Australia up to August 3, 2023

by Adviser Ratings

Join Luke Withers in this week’s video for all the latest adviser movements and industry news.

ProductRex Revamp: 'Clients & Families' for Streamlined Scenarios! ProductRex Revamp: 'Clients & Families' for Streamlined Scenarios! ProductRex Revamp: 'Clients & Families' for Streamlined Scenarios!

by Adviser Ratings

Unveiling its most dynamic overhaul since its debut two years ago, ProductRex introduces 'Clients' and 'Families' for intuitive scenario management. Whether you're handling individual or multiple scenarios, this exciting update promises streamlined…

Weekly Adviser Movements for Australia up to August 10, 2023 Weekly Adviser Movements for Australia up to August 10, 2023 Weekly Adviser Movements for Australia up to August 10, 2023

by Adviser Ratings

Join Luke Withers as he sums up the latest industry insights and adviser movements for the week.

Advisers Continue To Pile Into Listed And Passive Funds Advisers Continue To Pile Into Listed And Passive Funds Advisers Continue To Pile Into Listed And Passive Funds

by Angus Woods & Richard Everingham

Australian advisers are increasingly leaning into passive, listed investment models, with over $1 billion now modelled through the top-rated ProductRex platform. Yet, the active ETF sector lags. Are misconceptions about market trends to blame? We…