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.
 Robo-advisers no threat to tech-adopting advisersTechnology will never replace advisers, but advisers who use technology will almost certainly replace those who don't.  IP changes another reason for quality adviceThe income protection (IP) market represents a microcosm of a broader set of issues for advisers, where the challenge to understand and safely navigate ...  Dear minister: Fixing the broken advice marketAn open letter to the newly appointed minister for financial services, sharing a possible approach to revitalising and advancing the advice industry.  Like dogs, every investment style has its dayMy old boss once said I was like a dog with a bone, except that the bone was buried in the backyard, and I'd keep digging until I found it. And that's ...  Helping Australians overcome the pervasive fear impacting their quality of lifeWe've seen FORO - the Fear of Running Out - raise its head in the past couple of years, especially during COVID-19. FORO is a very real issue in retirement ...  Are you getting the licence you're paying for?One of the critical steps in purchasing a company that holds an AFSL or ACL is ensuring that the licence does what you need it to do and carries no major ...  An open letter to Anthony Albanese and Scott MorrisonLifespan Financial Planning chief executive Eugene Ardino pens an open letter to Anthony Albanese and Scott Morrison on behalf of the financial advice ...  Are you ready for what's coming?Right now, we are on the cusp of a once in a generation adjustment as the world moves from low inflation and low interest rates to high inflation and ... Lambos or food stamps and the prodigal sonIt's Lent in the Christian calendar and time to consider one of the most famous parables in the Bible. The story of the prodigal son has many things to ...  Being uncomfortableMy job frequently requires me to create or analyse a financial model. If I'm honest, that's also the kind of thing I like to do on a weekend for fun. |
Latest News
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.
Financial advice exodus has 'bottomed out': ClearView
The insurer says the government's response to the recent Quality of Advice Review points to a return of advice.
HUB24 hits $100bn milestone
HUB24, which owns Xplore Wealth, Class, and myprosperity, surpassed the $100 billion milestone at the end of March.
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
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 ...
In limbo: Robo-advice
The fate of Australia's robo-advisers hangs in limbo as the triple threat of spooked investors, lackadaisical client interest, and regulatory strangulation ...
Caddick case reinforces professional standards
In a class action that will most likely never go to trial, the Caddick Case reinforces the importance of professional standards within the SMSF industry.
