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AMP has revitalised its Jigsaw Advice Solutions business to provide expanded add-on services to self-licensed financial advisers, ranging from AFSL setup to revenue management.
Many advice practices believe that taking on Professional Year advisers will drain resources. But forward-thinking firms are putting them at the heart of their strategy to drive productivity and scale their business.
AI systems like ChatGPT and the Quality of Advice Review have dominated discourse in the advice profession, so it’s no surprise it will lead the insights Investment Trends aims to gather in its latest tech needs survey.
One in four advisers expect to leave the industry within the next five years as the cost of providing advice continues to rise, according to a new report.
One in four advisers expect to leave the industry within the next five years as the cost of providing advice continues to rise, according to a new report. Research firm Investment Trends has released