Investment  JEFFREY ROSENBERG | FRIDAY, 9 FEB 2018 Cold winter weather provides some inspiration for the lead theme for the 2018 fixed income outlook: fuel for (over)heating. The heat of global economic acceleration may lead to this narrative gaining traction in 2018, with significant implications for ... Read more  ANDREW MACKEN | THURSDAY, 15 FEB 2018 When Leonardo da Vinci was sketching out his design for one of the earliest parachutes in the year 1483, he no doubt understood the consequences of such a device failing. It would not have taken Leonardo much time at all to realize that two would be ... Read more  ROGER MONTGOMERY | FRIDAY, 4 MAY 2018 We are value investors for many reasons, one of which is that establishing an estimated intrinsic value provides an anchor or a solid point of reference from which the turbulence of markets can be viewed dispassionately. Read more Insurance  NOBLEOAK LIFE INSURANCE | FRIDAY, 23 FEB 2018 For the second year running, NobleOak has commissioned research to identify customer trends and behaviour in the life insurance and wider financial services industries. Surveying over 1,000 Australians - including a mix of those who have life insurance ... Read more NOBLEOAK LIFE INSURANCE | FRIDAY, 2 MAR 2018 The traditional decision making models of 'needs awareness', 'information search', through to the 'purchase decision' is fast becoming outdated in the new era of digital consumption. Online companies such as Alibaba, Amazon ... Read more Superannuation  CHRIS CHOW | FRIDAY, 16 MAR 2018 The First Home Super Saver (FHSS) Scheme aims to reduce pressure on housing affordability by enabling first home savers to make voluntary concessional and/or non-concessional contributions into super from 1 July 2017 and to withdraw those contributions ... Read more Applied Financial Planning  JOSEPH CHEUNG , WILLIAM FETTES | FRIDAY, 11 MAY 2018 The total superannuation balance (TSB) is one of the most important new concepts introduced as part of the major superannuation reforms that broadly came into effect on 1 July 2017. Read more |
Latest News
Fortnum, PFS launch parent company
Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti.
Court approves $16m DASS settlement
The Federal Court has approved the settlement reached in the $16 million class action brought against Dixon Advisory & Superannuation Services (DASS) following a two-week delay.
Adviser numbers plateau
The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share.
Two Brisbane advice firms merge
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger.
Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.
Expert Feed
Five steps to drive high performance in advice firms
Australian financial advice firms have dealt with major industry reforms over recent years, and now encounter a shifting economic environment.
Solving the advice gap challenge
In today's evolving technology landscape, there is rapidly growing interest in leveraging digital solutions to address the various challenges, particularly ...
Engage: How to create enduring client relationships
The not-so-secret sauce of enduring client relationships is an effective and engaging onboarding process. Do it well and you will likely have clients ...
Financial control
The term financial control generally evokes a weaker party being controlled by a stronger one. This might be in a relationship where one partner controls ...
