AMAFA introduces MainstayAI
MEDIA RELEASE BRISBANE: 23 March, 2026 - Boutique licensee AMAFA has introduced MainstayAI, an AI-enabled advice review tool, designed to help its advisers quickly review their documentation and identify potential gaps.Advisers can upload key documents, including fact...
AMAFA launches Succession Reality Check
AMAFA has launched the AMAFA Succession Reality Check, a simple business continuity and succession planning self-assessment tool designed to help financial advisers review the resilience and long-term sustainability of their own advice...
What’s freedom for financial advisers?
MEDIA RELEASE The industry must confront an uncomfortable reality, according to AMAFA – that some advisers stuck in outdated licensee models may feel they have few viable options left but to go it alone. AMAFA CEO Keith Marshall says this sentiment is increasingly...
Every trick in the book to block adviser exits
MEDIA RELEASE Some licensees continue to use outdated tactics in an attempt to prevent advisers from leaving, according to AMAFA. “We are seeing some licensees using every trick in the book to try to block adviser exits,” says AMAFA managing director Keith Marshall....
Run-off cover or exit fee?
MEDIA RELEASE Licensees who dress exit fees up as professional indemnity (PI) run-off cover fail the transparency test and undermine adviser trust, according to AMAFA managing director Keith Marshall.“When licensees label what is essentially a commercial recovery fee...
AMAFA strengthens southern presence under Trapnell
JONATHAN TRAPNELL (L) AND KEITH MARSHALL
Content that opens doors
When people talk about content, they often mean blog posts, articles or newsletters. And yes, those are important. They help build trust, demonstrate expertise and stay visible. But if that’s where your content strategy stops, you’re missing some of the most powerful...
Integration: your content superpower
In a crowded and competitive market, visibility is crucial. But visibility alone isn’t enough to build trust or loyalty. What you really need is connection and that comes from showing up consistently with content that makes...
Smart PR starts here: Ways to raise your media profile
When most people think about PR, they picture a published article or a short burst on the TV news. But media coverage comes in many shapes and sizes and smart businesses use a mix of them to raise their profile and build credibility. Understanding how media attention...
Newsletters – what to say and how to make it a habit
We’ve talked you into it! You've decided to start a newsletter, or keep one going. Great move. Newsletters are one of our Fab Four of communications for a reason. They're a powerful, direct way to stay in touch with clients, prospects and partners. But let’s be...