No shame in dreamingThe podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the public eye. But she doesn't want to make it all about her, instead she's focused on the power of money to change lives. Elizabeth McArthur writes.
Passing the batonLiam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional ... Helping handWhether it's giving back to the local community or empowering children with financial literacy, Shadforth Financial Group private wealth adviser Finn ... Against all oddsSmashing glass ceilings takes courage, grit, and strength. Wealthwise senior financial planner Manisha Bhudia tells Karren Vergara how she broke numerous ... Forward thinkerWhen Kearsten James established Addi House two years ago, the principal and financial adviser seized the opportunity to reimagine finance advice her way ... Thirst for knowledgeWith an insatiable thirst for knowledge and penchant for the finer details, the financial advice industry is strengthening from thought leaders like Capital ... Answering the callForging a career in financial advice wasn't a simple path for Rekab Advice director and financial adviser Amie Baker. Cassandra Baldini writes. Let's get FINNACLEAs accessibility and cost become increasingly challenging for the advice sector, the need for agility and innovation grows - but not for FINNACLE's Daniel ... A promising yearThe advice industry is poised to turn the corner in 2022. Leading a major association and his own practice, Perera Crowther Financial Services founder ... Advice for impactAs social injustices and the errant climate push ethical investing closer to the forefront of client conversations, demand for Federation Financial Services ... Following the road mapEquipping clients and colleagues with the right tools and guidance can be life changing. As the chair of a major association and principal of Wealthadvice ... |
Latest News
Litigation funder disputes AMP BOLR settlement
The litigation funder of the AMP Buyer of Last Resort (BOLR) class action is negotiating its cut of the settlement money and could take home as much as $43 million.
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.
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.