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Home>Tag: Conrad Travers

Conrad Travers

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Regulation

New Zealand launches its very own advice review

Beata KuczynskaApril 9, 2025
On Practice

The merit of alleviating key-person risk via process documentation

Beata KuczynskaMarch 17, 2025
Technology

Maximise existing tech stacks before adding shiny new tools

Beata KuczynskaFebruary 26, 2025
Advice
1

No need to wait for Canberra for advice process, documentation simplification

Simon HoyleNovember 28, 2024
Regulation
1

‘An important step forward’: ATO determination recognises advice as a profession

Beata KuczynskaSeptember 26, 2024
Technology

Expect spike in tech costs next financial year

Nina HendyMay 8, 2024
On Practice

Growth mindset and ignoring the noise

Chris DastoorFebruary 23, 2024
Advice

Get to the point: Clear advice will win out

Chris DastoorMay 16, 2023
Regulation

‘Gamechanger’ ATO consultation on advice fees launched

Chris DastoorDecember 15, 2022
Regulation

Follow the UK and give advice clearer labels

Chris DastoorSeptember 21, 2022
Opinion

Better days for advisers will come with resourcing, unity and technology

Conrad TraversJune 10, 2022
Professional Standards
2

Code of Ethics obligations an afterthought for licensees

Matthew SmithMarch 11, 2021
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