Applied Financial Planning SCOTT LAWRENCE | FRIDAY, 22 MAY 2009 With our investor's best financial interests in mind, how can we best navigate through the uncertainty of financial markets? Read more  ROGER MONTGOMERY | FRIDAY, 24 JUN 2016 The S&P/ASX 100 (XTO) is a stock market index capturing Australia's top 100 companies by market capitalisation. It accounts for 63% (at April 2016) of the Australian equity market, however it might surprise investors to learn that for 10 years ... Read more  DANIEL BUTLER | FRIDAY, 24 JUN 2016 The proposed $1.6 million superannuation balance cap will, if introduced, result in substantial changes from 1 July 2017 and is likely to generate significantly more tax on the payment of death benefits. Read more  RAEWYN WILLIAMS | FRIDAY, 24 JUN 2016 'Alpha' as an investment concept is well understood. It is the difference between a portfolio's actual return and the return expected from the portfolio based on its exposure to the market (its 'beta'). More simply, if a portfolio's ... Read more SPDR PRACTICE MANAGEMENT, STATE STREET GLOBAL ADVISORS | FRIDAY, 24 JUN 2016 Financial literacy is the ability to use knowledge and skills to manage one's financial resources effectively for lifetime security. It is a continuum of abilities that is subject to variables such as age, family and culture, as well as experience ... Read more Investment SCOTT LAWRENCE | FRIDAY, 22 MAY 2009 With our investor's best financial interests in mind, how can we best navigate through the uncertainty of financial markets? Read more AMANDA YOUNG | FRIDAY, 4 MAR 2016 The financial industry and the products it supplies have always evolved to meet market challenges and opportunities. Today is no different. One of the key factors that will drive the industry over the coming years is the rise in prominence of the so-called ... Read more TODD MCCLONE | FRIDAY, 24 JUN 2016 Despite recent signs of improvement, investor sentiment about emerging markets has been fundamentally depressed over the past year. Relative to their historical positioning, global institutional investors maintained a significant underweight to emerging ... Read more ANDREW CORMACK | FRIDAY, 24 JUN 2016 The Australian pension industry is one of the fastest growing holders of retirement assets globally. Between 2005 and 2015 pension assets grew at an annualised rate of 9.2%, outpacing the global average by 3.9%, with total system assets projected to ... Read more  CHRIS DEVES | FRIDAY, 24 JUN 2016 Real estate, given its functional and intrinsic value, is a corollary of social forces. It is the brick-and-mortar response to how we live our lives and which goods and services we demand. As an asset class, it naturally evolves as society evolves ... Read more Retirement  KERRIE SYDEE , DAVID REED | FRIDAY, 4 MAR 2016 FS Advice spoke with 2015 AFA Adviser of the Year, David Reed, who believes that financial advice must move into a retirement coaching role to enable clients to achieve their goals. Read more CRAIG HURT | FRIDAY, 24 JUN 2016 Regulation in our market is changing the way that retirement income solutions are built. This paper, developed with the global experience of both AXA Life Invest and AXA Investment Managers, looks at the requirements of individuals in retirement and ... Read more JEFF ROGERS | FRIDAY, 24 JUN 2016 Designing appropriate investment strategies for retirees is more challenging today than it has ever been. In the past, nominal and real interest rates were higher while average life expectancy was shorter. Furthermore, a larger number of workers had ... Read more SHAUNA FERRIS | FRIDAY, 24 JUN 2016 There is a consensus of opinion: retirement income products which are currently available in the Australian market are not meeting the needs of our retirees. Too many people are seriously worried about the risk of outliving their savings. Read more JOHN BURNETT , NICK WILKINSON | FRIDAY, 24 JUN 2016 While investment markets performed strongly from 2010 to 2014, there haven't been corresponding improvements in the projected retirement income adequacy for all groups, especially for couples. A key factor causing the somewhat mixed results is the ... Read more Superannuation DAVID O'CONNELL | FRIDAY, 24 JUN 2016 It's now been several months since Scott Morrison handed down his first Federal Budget on 3 May 2016, with significant proposed changes to the superannuation system. Read more ANDREW ALCOCK | FRIDAY, 24 JUN 2016 According to the Australian Tax Office's (ATO) latest data, SMSFs have generally had very little exposure to overseas assets. This could be viewed as contradictory to the fundamental principles of diversification and could also be more reflective ... 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.
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