Showing 81 to 90 of 173 articles: JENNY BROWN | TUESDAY, 25 MAR 2014 JBS Financial Strategists director Jenny Brown has had the most eventful year of her professional career. In 2013, the Melbourne-based adviser won the Association of Financial Advisers (AFA) Adviser of the Year Award and was named FS Smileys Scholar ... Read more MARSHALL BRENTNALL | TUESDAY, 25 MAR 2014 What's wrong with the Future of Financial Advice (FoFA) reforms is that they have been hijacked. That's right FoFA has been hijacked! Read more LOUISE BITI | TUESDAY, 25 MAR 2014 Financial planners and other advice professionals have a responsibility to clients to help raise awareness by proactively raising issues and being business-ready. Read more SEAN HOWARD | TUESDAY, 25 MAR 2014 From 1 July 2014, aged care residents will have more choice about how they pay for their accommodation. Read more ELISABETH KIRKBY | TUESDAY, 25 MAR 2014 It is possible to be optimistic about 'old age' care and we should be able to provide outstanding solutions to this multi-faceted problem. Read more CRAIG MELDRUM | TUESDAY, 25 MAR 2014 Quality advice is critical to ensure not only the best financial outcome for aged care residents, but also that they secure a spot in a facility that they are happy with. Read more MICHAEL HARKIN | TUESDAY, 25 MAR 2014 Sooner rather than later, SMSF members should take steps to ensure their SMSF may continue to function, should they suffer diminished capacity to attend to their financial affairs. Read more JULIE MCKAY | TUESDAY, 25 MAR 2014 Advisers need to be familiar with the rules related to special residences and how decisions about in-home care might impact the clients' future. Read more LAURA MILLAN | TUESDAY, 25 MAR 2014 In a country that gathers almost all of the world's nationalities and religions, where 25% of its citizens were born abroad, being aware of cultural differences in aged care is almost an obligation. Read more HUGH MASSIE , EAMON PORTER | TUESDAY, 13 AUG 2013 This white paper raises blind spots in financial advice processes and analyses the tension that any adviser has between increasing revenue and protecting the business. Read more |
Latest News
Advisers must unite for major reforms: SIAA
|Financial advisers will need to band together to successfully get through another of period of reforms that will ultimately make advice accessible and affordable, this year's Stockbrokers and Investment Advisers Association (SIAA) Conference will hear.
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.
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.