 Grant Pearson Investment Strategist, Insync Funds Management Pty Limited
GRANT PEARSON | WEDNESDAY, 28 FEB 2024 Despite incessant commentary to the contrary, the US economy is the strongest it has been in over 30 years Read more GRANT PEARSON | WEDNESDAY, 25 OCT 2023 This managed fund comparison is often accepted on face value but is it valid? Read more PAGE: 1 |
Latest News
Advisers urged to capitalise on HNW interest in alternatives
High-net-worth (HNW) investors are the largest market for alternative assets, drawn by the potential for diversified risk-adjusted returns and superior yields in an environment where traditional investments may underperform, according to a report by Praemium and CoreData.
Almost one third fail adviser exam
Nearly one third (30%) of candidates who sat the latest round of the Financial Advisers Exam failed.
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.
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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