Communications & Marketing  NAOMI CHRISTOPHER , JENNY PEARSE | FRIDAY, 24 MAR 2017 The rapid evolution of digital, mobile and social technology has propelled the financial advice industry into an era of transformative agility and adaptability. Australian financial planning businesses are seeing the need to implement an ongoing digital ... Read more Retirement  JONATHAN STEFFANONI | FRIDAY, 24 MAR 2017 It is paramount that retirement income systems and the advisers, trustees and other fiduciaries responsible for their management strike a fine balance between individual freedom and subtle nudges or paternalistic interventions. Read more  SAM MORRIS | FRIDAY, 24 MAR 2017 While growth assets are widely accepted in asset allocation decisions during the accumulation phase, many investors overlook the benefit allocating to shares can provide in the way of growing tax-effective income in the post-retirement phase. This paper ... Read more  NICKI DOYLE , LIZ FORSYTH | TUESDAY, 11 JUL 2017 No matter what we're buying, we all want a good customer experience - we want to think 'wow'. As consumers, we're becoming increasingly aware of what great customer experience feels like and more vocal when we don't receive it. It's ... Read more Investment  MICHAEL HASENSTAB | FRIDAY, 24 MAR 2017 The last several years have been trying for emerging markets, with 2015 marking the fifth consecutive year of decelerating growth. As the immediate recovery post-GFC was exceptionally strong, some deceleration was always on the cards. Over the last ... Read more  ANDREW BALLS , JOACHIM FELS | FRIDAY, 24 MAR 2017 With her speech entitles 'From Adding Accommodation to Scaling It Back" on 3 March 2017, US Federal Reserve Chair Janet Yellen not only cemented market expectations for the Fed's third rate hike in this cycle,subsequently implemented in ... Read more  SIMON O'CONNOR | FRIDAY, 2 JUN 2017 Late last year an outrage occurred in New Zealand when it was revealed that all the default KiwiSaver funds on the market were holding investments in companies that either produced land mines, cluster munitions, tobacco and/or nuclear devices. Read more  CLAUDINE SIOU | FRIDAY, 2 JUN 2017 Existing rules apply until 30 June 2017 making it easier to plan for non-concessional contributions before the caps drop dramatically on 1 July 2017. Clients eligible to bring-forward non-concessional contributions should consider the opportunity to ... Read more Taxation & Estate Planning  CHRIS DEVES | FRIDAY, 24 MAR 2017 The ever-changing consumption pattern of real estate, juxtaposed against its status as perpetual imperative for a functioning society, presents an interesting dynamic - and is precisely that which offers a wide range of opportunities for long term i ... Read more  BRIE WILLIAMS | FRIDAY, 24 MAR 2017 Women have quickly moved in to the role of influential investor. In the US alone, they now control $11 trillion in investable assets, and their long-term perspective tends to result in better risk and cost-adjusted returns. The investment industry has ... Read more  ANN HERRMANN-NEHDI | FRIDAY, 2 JUN 2017 In today's world it's increasingly challenging to grow top-line revenue, win new business, maintain client loyalty and retain top sales talent. The organisations that can successfully align the skills of their sales professionals with current ... Read more  EMMA RAPAPORT | FRIDAY, 2 JUN 2017 After years of public scandals, special investigations, and allegations of sub-par qualification standards, negotiations between Canberra and a 23,000 strong financial adviser industry have come to a head in the form of the professional standards le ... Read more  RAHUL SINGH | FRIDAY, 7 JUL 2017 1 July 2017 heralds the start of a new set of rules relating to superannuation. A number of changes affect payment of a superannuation death benefit, requiring a change of thinking. Read more Superannuation  TIM KEEGAN | FRIDAY, 24 MAR 2017 Today, SMSFs control $600 billion in assets. That's one third of all superannuation money invested in Australia, making them the largest and fasted growing segment in Australia's super industry. Read more |
Latest News
Adviser fakes exam certificate, cops ASIC ban
ASIC has slapped a permanent ban on a financial adviser who doctored her exam certificate and continued to provide advice without the proper qualifications.
Sequoia chief's job at stake in upcoming EGM
Sequoia Financial Group will hold an Extraordinary General Meeting (EGM) in June that will consider a resolution to remove chief executive and managing director Garry Crole.
Goldman Sachs ditches robo-adviser Marcus Invest
The investment bank is offloading Marcus Invest to Betterment just three years after announcing it will launch the digital adviser.
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.
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 ...
