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October '23 Newsletter (Issue #20)

Fourth Line's mission is to help licensees & advisers build deeper relationships with clients through quality advice, so Australians can achieve their financial & lifestyle dreams knowing the advice is right for them.

New Clients to our Community

We would like to welcome to welcome the following to the Fourth Line Community & for choosing Fourth Line as their quality advice partner

Did you know? Most Fourth Line clients Pre-vet advice to identify and fix issues before they are presented to clients and, thereby, avoid possible breaches. This builds trust with clients, enhances the reputation of advice firms, and avoids costly client complaints.

Please reach out for a demo of Fourth Line to to see how it can complement your existing compliance frameworks.

Industry Insights

Micro-AFSLs Flourish

Is now the time to start your own AFSL?

What are Clients complaining about?

The top complaints 2022-23

M&A landscape for financial advice

How to position yourself to take advantage of the new interest in financial advice firms?

Most Popular RegTech solution in 2023

The Netwealth AdviceTech Buyer’s Guide 2023 identified Fourth Line as the most popular RegTech Solution in 2023.

The AdviceTech Guide explores the shifts and trends occurring at the wealth management industry level, as well as within high-performing advice firms at the forefront of harnessing technology to improve their advice business.

The Guide is based on research from 250+ advice firms and provides valuable information on pivotal technologies and trends in Australia.