 Emily Chen Global Head of Product, Iress Market Technology Limited (at time of writing)
EMILY CHEN | FRIDAY, 29 JUN 2018 Technology is radically altering the way your clients behave. To keep up with the increasingly complex digital generation (and we're not just talking about millennials) financial firms must rip up the rule book. Read more PAGE: 1 |
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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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