Andy Marshall Head of Sales, SuiteBox (at time of writing)
ANDY MARSHALL | MONDAY, 22 JAN 2018 The problem with financial advice today has nothing to do with the advisers who dispense it. In saying that, yes I have ignored the variability in education standards (at this point in time), and the handful of bad apples and poor management of processes ... Read more ANDY MARSHALL | TUESDAY, 18 APR 2017 Financial advisers who take the time to understand their clients' personality, emotional intelligence and learning styles stand a better chance of success in today's hyper-connected world, writes Andy Marshall. Read more PAGE: 1 |
Latest News
Adviser fakes exam certificate, cops ASIC ban
ASIC has slapped a permanent ban on a financial adviser who doctored her exam certificate and continued to provide advice without the proper qualifications.
Sequoia chief's job at stake in upcoming EGM
Sequoia Financial Group will hold an Extraordinary General Meeting (EGM) in June that will consider a resolution to remove chief executive and managing director Garry Crole.
Goldman Sachs ditches robo-adviser Marcus Invest
The investment bank is offloading Marcus Invest to Betterment just three years after announcing it will launch the digital adviser.
Fortnum, PFS launch parent company
Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti.
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.