Applied Financial Planning  DAVID ROMANOVSKI | FRIDAY, 14 OCT 2022 This paper outlines the six key topics that should be discussed with a financial adviser when a relationship goes sour. Read more  ULRIKA LOBO | FRIDAY, 18 NOV 2022 Most people give little thought to the importance of property valuers-however they play a crucial role in our financial system. Their judgments keep the gears in motion, and their appraisals impact individuals' and businesses' access to funds. But why ... Read more Compliance  OWEN EVANS | MONDAY, 31 OCT 2022 If you believe Michelle Levy, the best interests duty is an unnecessary and burdensome imposition on advisers and one that provides little benefit to consumers. In reality, it is a necessary and desirable component of professional practice. Read more Technology  JONATHAN LIGHT , VALESKA BLOCH , JOSHUA ANDERSON , ROBERT MARSH , EMILIANA GALLEGO | MONDAY, 7 NOV 2022 Key trends in the cyber insurance market and how your business should respond. Read more Retirement  ASSYAT DAVID | FRIDAY, 25 NOV 2022 Aged care is becoming an important advice area, not only for older members but also for younger members who either need to make arrangements for parents or are planning for their own future aged care needs. Here are five reasons why industry superannuation ... Read more |
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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.
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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 ...
Engage: How to create enduring client relationships
The not-so-secret sauce 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 ...
