 NETWEALTH INVESTMENTS | TUESDAY, 3 NOV 2015 A Managed Account can solve a number of practice inefficiencies for those licensees that are willing to spend time working through compliance, structure and due-diligence processes. Read more IOOF TECHNICAL SERVICES | TUESDAY, 3 NOV 2015 On October 20, 2015, the Government's response to the Financial Systems Inquiry (FSI) was released by the Treasurer, Scott Morrison and Assistant Treasurer, Kelly O'Dwyer. The Government's response had originally been scheduled for release ... Read more COUNT FINANCIAL | TUESDAY, 3 NOV 2015 For accountants who add financial advice to their offering, working out the best way to price their advice can be daunting. We spoke to Hayden Lewis from Cox Partners about his firm's pricing model. Read more  JULIE MCKAY | THURSDAY, 11 DEC 2014 Leverage, specifically borrowing to invest, is often viewed in terms of its features, the potential to magnify gains and deductibility of interest. Of those who appreciate the benefits of gearing in a wealth accumulation strategy, many still tag margin ... Read more MARTIN BRECKON | THURSDAY, 11 DEC 2014 In a post-FoFA world, it has never been more important for financial advisers to understand and ensure they meet the prescribed best interests duty for their clients. Read more  ELEANOR DARTNALL | THURSDAY, 11 DEC 2014 2014 Association of Financial Advisers Adviser of the Year and Dartnall Advisers principal Eleanor Dartnall discusses the importance of educating your clients. Read more MIKE SIKAR | THURSDAY, 11 DEC 2014 Not knowing what to do with a large inheritance a few years ago, thirty-something Sydney executive John Smith decided to play it safe by simply putting it in the bank. Given the state of the share market at the time, parking the money in cash wasn't ... Read more DAN RICHARDS | THURSDAY, 11 DEC 2014 Few things are more frustrating than investing the time to network with prospective clients without any results to show for your efforts. But there is good news: a few simple steps to rethink your expectations and change your approach can dramatically ... Read more SIMON LONGSTAFF | MONDAY, 9 JUL 2012 Most people have an intuitive grasp of what it means to have a conflict of interest. However, it should be observed that consideration of the nature of conflicts of interest is made complex by the fact that relatively subtle changes in relationships ... Read more |
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Litigation funder disputes AMP BOLR settlement
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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.
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Australian financial advice firms have dealt with major industry reforms over recent years, and now encounter a shifting economic environment.
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In today's evolving technology landscape, there is rapidly growing interest in leveraging digital solutions to address the various challenges, particularly ...
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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 ...
