Building relationshipsFS Advice spoke with Fiducian Financial Services' head of financial planning, Robby Southall, who believes good financial advice is the result of honest relationships and clear objectives, with returns simply an outcome of that process.
Advice from abroadFS Advice spoke with Atlas Wealth Management managing director Brett Evans, an adviser who thrives on providing advice to expats all over the world. A new approachFS Advice spoke with 2015 AFA Adviser of the Year, David Reed, who believes that financial advice must move into a retirement coaching role to enable ... From the ground upSitting in the living room of his house in North Curl Curl, Sydney, Paul Barrett had a plan to create one of the fastest-growing and most innovative independent ... |
Latest News
ASIC clamps down on advisers, trustees cold calling
Financial advisers, licensees, and superannuation trustees are facing the ire of ASIC after an investigation found they are profiting from boiler room tactics that convince members to switch funds.
FSC launches digital advice group
The Financial Services Council (FSC) continues to expand into financial advice by taking on a digital advice association that flagged its formation one year ago.
Count renews Iress contract
Count has renewed its contract with Iress to continue to provide software to its 550 financial adviser network.
Advisers urged to capitalise on HNW interest in alternatives
High-net-worth (HNW) investors are the largest market for alternative assets, drawn by the potential for diversified risk-adjusted returns and superior yields in an environment where traditional investments may underperform, according to a report by Praemium and CoreData.
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.