 David Carney Director, Aspect Partners Pty Ltd (at time of writing) David Carney is Managing Director of and Adviser for Aspect Partners. His mission is to help clients use their wealth to achieve their most important life goals, such as establishing legacies for their families, contributing to their communities or pursuing their passions. He is a CFP™.
DAVID CARNEY | MONDAY, 30 OCT 2023 Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like any other industry, ignores it at its peril. Read more DAVID CARNEY , ALF PRIESTLEY | TUESDAY, 1 JAN 2008 Running a successful business and managing the growth of personal wealth is not easy for business owners of small to medium-sized enterprises (SME). Most business owners are so busy working within their business that they do not have many opportunities ... Read more PAGE: 1 |
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Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a new report finds. However, the growth will not be captured easily.
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Poor succession plans expose advice firms to crisis events: Report
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Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
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