Five steps for using an AI Strategy in your practiceBY DANIELLE LABOTKA | FRIDAY, 17 MAY 2024 8:06AM As a financial adviser, you already know generative AI is not going to take your job from you.
 Turning pointFinancial planners were helping Australians through stressful situations long before COVID-19. But the positive stories about financial planners were ...  Investigating licence optionsIn 2019 my business, Progressive Financial Solutions (PFS), was in search of a new licensee after our bank-owned licensee announced it would be closing ...  Return for effort (yours)Running a business can be hard work. There seems to be a thousand things to deal with (all of them urgent), you've invested a lot of your time, effort ...  There's something in the air that's not a virusThere's something in the air tonight and for once it's not COVID-19.  Considering self-licensing?Whenever there is disruption in the financial advice industry, such as the exit of some of the larger institutions from the industry seen in the last ... Skew you guys, I'm going homeAnyone who is a close reader of these columns knows what a sucker/well-informed expert I am for a fresh way of analysing fund performance.  Who rules the world? Paraplanners!If tech and digital advice are going to rule the 'new' world of advice, who will run it? It is a question I ask of paraplanners regularly. Let's ...  How to find the right licenseeThe financial advice industry in Australia is in the midst of a once in a generation period of upheaval and change, which has forced many advisers to ...  The income conundrum for retireesWith central bankers around the world committing to keep interest rates low for many years to come, this creates an issue for retirees looking for income.  Celebrating the FS Power50Announced today, we celebrate the seventh annual FS Power50, highlighting the 50 most influential financial advisers in Australia. |
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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.
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