Solving the advice gap challengeBY BEN WALSH | FRIDAY, 12 APR 2024 8:00AM In today's evolving technology landscape, there is rapidly growing interest in leveraging digital solutions to address the various challenges, particularly in relation to financial advice.
 How should NFPs navigate the post-COVID world?During times of hardship, the resources of not-for-profits (NFPs) are relied on more than ever. The global pandemic has been no different. Many NFPs have ...  Financial planning: A career of choice for womenPerhaps one of the biggest issues for the profession at the moment is the decline in the number of financial planners in Australia. This decline is coinciding ...  Get ready for the youthquakeAustralia is currently experiencing a period of intergenerational disruption, driven by both our ageing population and the increasing wealth of Millennials.  Solutions for a simpler, wellbeing-driven financial advice modelHow many financial advisers does it take to change a lightbulb?  Keeping gender diversity on the agenda makes business senseIn celebrating the 2022 International Women's Day, we asked experts in financial advice and life insurance about what it means to #BreakTheBias and how ...  Breaking the bias in financial adviceIn celebrating the 2022 International Women's Day, we asked experts in financial advice and life insurance about what it means to #BreakTheBias and ...  Why scale and financial literacy can save the advice industryAustralia's financial services industry is quite literally facing a problem of national significance that has adverse implications for the industry's ...  When it comes to cash, the cliché is kingAs an adviser, investing clichés seem a dime a dozen. But the reason they stick around so long is that often, they're true. With so much cash on ...  How the experience pathway can be improvedI have been a practising financial planner for over 10 years, with the majority of this practice being as a self-employed financial planner.  What are clients' biggest concerns this year?After the last two years of lockdowns and restrictions to travel, clients have been telling me they've found it so easy to save their money. |
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.
Expert Feed
Five steps to drive high performance in advice firms
Australian financial advice firms have dealt with major industry reforms over recent years, and now encounter a shifting economic environment.
Solving the advice gap challenge
In today's evolving technology landscape, there is rapidly growing interest in leveraging digital solutions to address the various challenges, particularly ...
Engage: How to create enduring client relationships
The not-so-secret sauce of enduring client relationships is an effective and engaging onboarding process. Do it well and you will likely have clients ...
Financial control
The term financial control generally evokes a weaker party being controlled by a stronger one. This might be in a relationship where one partner controls ...
