Solving the advice gap challengeBY BEN WALSH | FRIDAY, 12 APR 2024 8:00AM In today's evolving technology landscape, there is rapidly growing interest in leveraging digital solutions to address the various challenges, particularly in relation to financial advice.
 Platform switching paving a better way for clientsAlmost all financial advisers now use platforms to build and administer investment portfolios for their clients. Their use of technology, automation ...  Navigating the challenges of the claims process for the long-term benefit of your clientAs financial advisers, our role extends far beyond the financial planning focused responsibility - it is the emotional guidance we offer clients that ...  What's top of mind for advisers in 2024?Bearish predictions about the Australian property market in 2023 have turned out to be wrong, with population growth and a short supply of housing pushing ...  Caddick case reinforces professional standardsIn a class action that will most likely never go to trial, the Caddick Case reinforces the importance of professional standards within the SMSF industry.  In limbo: Robo-adviceThe fate of Australia's robo-advisers hangs in limbo as the triple threat of spooked investors, lackadaisical client interest, and regulatory strangulation ...  Why coaching has profound effects in financial adviceAs specialist recruiters in the financial planning industry, Recruit 2 Advice provides professional behavioural profiling in our standard service.  Picking winners in a higher rate environmentWhile the Australian consumer has been more resilient than expected in an environment of rising interest rates and inflation, investors will need to monitor ...  Why advisers should consider offering general insurance to HNW clientsI have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.  Get prioritisedI'm a rugby union tragic. I loved playing the game until one too many concussions meant I shouldn't run on ever again. I love watching local games. |
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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.
Expert Feed
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Australian financial advice firms have dealt with major industry reforms over recent years, and now encounter a shifting economic environment.
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