There will be more mergers and acquisitions in the financial advice industry over the next one to two years.
|
Latest News
Wollongong adviser wins Gwen Fletcher Memorial Award
SWA Financial Planning's Nathan Purnell has won the latest Gwen Fletcher Memorial Award.
Freshwater Wealth launches
A former Viridian Advisory financial adviser has stepped out to launch a new venture, Freshwater Wealth, which caters to high-net-worth individuals.
Clime to offload Madison Financial Group
Clime Investment Management will sell Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million.
Platform reveals advice firms' top issues
Practice management, advice technology, and superannuation are top of mind for financial advisers who want to improve their aptitude and knowledge, according to professional networking platform Ensombl.
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.