The client fileBY JAMES DICKSON | FRIDAY, 26 APR 2024 8:17AMSomething that should be relatively unambiguous is often the source of plenty of debate when licensees are looking at historical matters and responding to requests for "Client Files".
What are clients' biggest concerns this year?After the last two years of lockdowns and restrictions to travel, clients have been telling me they've found it so easy to save their money. How to reduce client book migration time by 35%Businesses are struggling with the burden of fulfilling ASIC's Know Your Client obligations in situations where multiple clients simultaneously require ... Time travel questions from an eight-year-oldOur eight-year old asks lots of questions about time travel. Would I rather travel to the future or the past? And why? Stocks to buy when you can't buy anything in the supermarketWelcome to the shortage economy. As we enter into the third year of the pandemic, COVID has truly turned the world upside down. Well over a million Australians ... Reflections on 2021With 2021 done and dusted, it is worth reflecting on the challenges that we all faced last year, but also keep in mind, the hope that we all should have ... Out of officeShould financial advisers be held to the same ethical standards in their personal and professional lives? If so, how should this be regulated? Financial advice and wellbeing in a post-pandemic worldWellbeing means the state of being comfortable, healthy, or happy, and is impacted by many factors, both in and out of a person's control, affecting ... Traditional paraplanning is dead: Here's what the future looks likeWe've long been warned that the robot revolution is on its way, with everyone from pilots to family doctors in the firing line. The prophecy goes ... A united frontAssociations are no different to advice practices in this post pandemic and changed world, they must adjust their operating model to survive and remain ... Products that zag when markets zigBeing pessimistic by nature, I was somewhat surprised to receive a message from abrdn Australia (the new iteration of Aberdeen Standard) in response to ... |
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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.