The client fileBY JAMES DICKSON | THURSDAY, 25 APR 2024 11:17AMSomething that should be relatively unambiguous is often the source of plenty of debate when licensees are looking at historical matters and responding to requests for "Client Files".
Solving the advice gap challengeIn today's evolving technology landscape, there is rapidly growing interest in leveraging digital solutions to address the various challenges, particularly ... Five steps to drive high performance in advice firmsAustralian financial advice firms have dealt with major industry reforms over recent years, and now encounter a shifting economic environment. Engage: How to create enduring client relationshipsThe not-so-secret sauce of enduring client relationships is an effective and engaging onboarding process. Do it well and you will likely have clients ... Navigating the new transitional arrangements for financial advisers: The experienced provider pathwayThe "Experienced Provider Pathway" has been put in place to reshape the qualification requirements for existing financial advisers. Financial controlThe term financial control generally evokes a weaker party being controlled by a stronger one. This might be in a relationship where one partner controls ... Financial advice an attractive career for womenTo be strong, a profession ought to represent the community it serves, and this remains an area where we still have work to do. SMSF scepticism - or what should you do with that property?SMSF scepticism - or what should you do with that property? Wrestling the gorillaDespite incessant commentary to the contrary, the US economy is the strongest it has been in over 30 years AFCA slams Dixon Advisory, opens door for over 4500 former clientsThe Australian Financial Complaints Authority (AFCA) has found against Dixon Advisory and Superannuation Services (Dixon Advisory) in a test case/lead ... |
Latest News
Fortnum, PFS launch parent company
Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti.
Court approves $16m DASS settlement
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.
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.