Vic Ruth Director, Estplan Pty Ltd
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Latest News
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.
HUB24 hits $100bn milestone
HUB24, which owns Xplore Wealth, Class, and myprosperity, surpassed the $100 billion milestone at the end of March.
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.
Expert Feed
What's top of mind for advisers in 2024?
Bearish predictions about the Australian property market in 2023 have turned out to be wrong, with population growth and a short supply of housing pushing ...
In limbo: Robo-advice
The fate of Australia's robo-advisers hangs in limbo as the triple threat of spooked investors, lackadaisical client interest, and regulatory strangulation ...
Caddick case reinforces professional standards
In a class action that will most likely never go to trial, the Caddick Case reinforces the importance of professional standards within the SMSF industry.
