STEVE SALVIA | FRIDAY, 11 MAR 2011 Matthew*, 30, and Ashley*, 37, are a de facto couple planning a wedding with a baby on the way who decided that they needed help from a financial adviser to help them deal with their rising debt and bungled property assets. Read more CAROL TAWFIK | FRIDAY, 11 MAR 2011 Lauren Malone*, 57, was recently widowed and retired before she realised that her financial situation was far more complicated then she could handle. After being referred by a long standing client of Shadforth, Malone met with financial planner Carol ... Read more RICHARD KLIPIN | FRIDAY, 11 MAR 2011 This white paper and its research talks with financial advisers across Australia to find out which reforms they support, which they reject, and what they see as the best way forward. Read more | FRIDAY, 11 MAR 2011 The project sought to understand the impact of unemployment on financial help-seeking behaviour. The study surveyed 158 unemployed construction workers with findings indicating that the majority of men did not seek help for financial issues from professional ... Read more CANNA CAMPBELL | FRIDAY, 11 MAR 2011 Rebecca*, 62, approached financial planner, Canna Campbell, with not much hope for the future, having just survived a nasty divorce which left her without any real assets or security. When Campbell looked closely at Rebecca's finances, she recognised ... Read more NIC D'EMDEN | FRIDAY, 11 MAR 2011 An unexpected cash windfall lead James*, 65, and Angela*, 60, to seek out a financial planner to make the most of their situation. This windfall became the catalyst for what is now a highly profitable and successful relationship with their planner. Read more SIMON DOWD | FRIDAY, 11 MAR 2011 Jenny* had been using the services of a financial planner to help get to the financial position she was in, yet it had come to the point in her life that she wanted more from a planner and decided to look elsewhere for help with a self-managed super ... Read more CAMERON O'SULLIVAN | MONDAY, 27 SEP 2010 Increased competition in the advice industry, fueled by superannuation funds now being able to deliver financial advice to members, demands a fresh look at how we deliver advice. The benefits of rapid advice delivery in providing quality advice to members ... Read more RICHARD KLIPIN | MONDAY, 27 SEP 2010 The past few years has seen the role of financial adviser and the financial services industry come under intense scrutiny. While much of this scrutiny is welcome, there is a need to clearly and logically separate fact from fiction and to address the ... Read more GERHARD MARKUS | MONDAY, 27 SEP 2010 Concerns over funds parked indefinitely by a former adviser/broker in cash, following the GFC - without adequate risk profiling - led Adelaide-based teacher's aide, Tom Kennedy* to seek an alternative financial solution two years ago. A badly needed ... Read more |
Latest News
Calls for a simplified path to financial advice
Financial Advice Association Australia (FAAA) chief executive Sarah Abood said she supports recent proposals around adviser education from the Joint Associations Working Group (JAWG) because "we need far more people with these qualifications" and the current system isn't supporting that need.
ANZ transfers Will bank to Equity Trustees
ANZ Bank will hand over its 6000-strong Will bank to Equity Trustees, following a decision to cease estate planning services from July.
Budget 2024: Stage 3 tax cuts to take effect July 1
The Stage 3 tax cuts will go ahead as planned after the Albanese government made some adjustments to help those struggling with the cost-of-living crisis.
Budget 2024: Cost of living relief takes centre stage
From tax cuts to investment into financial support services, the Federal Budget aims to reduce cost-of-living pressures for Australians.
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
Five steps to drive high performance in advice firms
Australian financial advice firms have dealt with major industry reforms over recent years, and now encounter a shifting economic environment.
Solving the advice gap challenge
In today's evolving technology landscape, there is rapidly growing interest in leveraging digital solutions to address the various challenges, particularly ...
Engage: How to create enduring client relationships
The not-so-secret source of enduring client relationships is an effective and engaging onboarding process. Do it well and you will likely have clients ...
Financial control
The term financial control generally evokes a weaker party being controlled by a stronger one. This might be in a relationship where one partner controls ...
