 Karren Vergara Senior Journalist, Rainmaker Information Pty Ltd
KARREN VERGARA | MONDAY, 18 DEC 2023 The fate of Australia's robo-advisers hangs in limbo as the triple threat of spooked investors, lackadaisical client interest, and regulatory strangulation are too enormous for many providers to overcome. Read more KARREN VERGARA | FRIDAY, 7 JAN 2022 As social injustices and the errant climate push ethical investing closer to the forefront of client conversations, demand for Federation Financial Services financial adviser David Rae's specialisation and knowledge in this area will be highly sought ... Read more KARREN VERGARA | FRIDAY, 17 DEC 2021 Should financial advisers be held to the same ethical standards in their personal and professional lives? If so, how should this be regulated? Read more KARREN VERGARA | FRIDAY, 1 OCT 2021 Equipping clients and colleagues with the right tools and guidance can be life changing. As the chair of a major association and principal of Wealthadvice, Marisa Broome knows a thing or two about empowering those who cross her path. Karren Vergara ... Read more KARREN VERGARA | FRIDAY, 2 JUL 2021 The corporate regulator justified the staggering 160% jump in the adviser levy, from the time it was introduced in 2017-18, as a consequence of advisers abandoning the industry. Read more KARREN VERGARA | THURSDAY, 29 OCT 2020 As the global health and economic crises continue to roil equity markets, adviser-led investment strategies need to be actively monitored and managed not only to survive - but to thrive - in a post-COVID-19 world. Read more PAGE: 1 |
Latest News
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The Federal Court has approved the settlement reached in the $16 million class action brought against Dixon Advisory & Superannuation Services (DASS) following a two-week delay.
Adviser numbers plateau
The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share.
Two Brisbane advice firms merge
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger.
Financial advice exodus has 'bottomed out': ClearView
The insurer says the government's response to the recent Quality of Advice Review points to a return of advice.
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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