Navigating the new transitional arrangements for financial advisers: The experienced provider pathwayBY ANNIE CHEN | WEDNESDAY, 27 MAR 2024 8:22AMThe "Experienced Provider Pathway" has been put in place to reshape the qualification requirements for existing financial advisers.
A digital age for all agesYounger people lead the way with digital adoption, opening up opportunities to usher them into advice. But millennials and Gen Z aren't the only demographic ... Portfolios hide volcanoes of volatilityJargon is something I don't fully understand. So, when I use jargon, I know it's going to be doubly confusing to the person I'm speaking with ... Freer advisers thanks to the Better Advice BillOne of the most reformist pieces of financial advice legislation has been introduced to parliament yet hardly anyone seems to have noticed. It's time ... How to help colleagues and clients struggling with their mental healthFinancial advisers are in a unique position, having the opportunity to support the overall health and wellbeing of their clients, as well as their colleagues. Why client satisfaction does not always translate to profitStarting your own financial advice practice is often done with several goals in mind, building something successful, supporting people needing advice ... Finfluencers, financial influencers: ASIC is watching your storiesAspiring influencers are spruiking their tips for financial success across YouTube, Twitter, Instagram, Reddit and in particular FinTok, the corner of ... The power of podcastsThe exponential growth of podcast listening in Australia and the world has made it a serious option in the marketing strategies of financial advisers. How women could fill the unmet advice need in AustraliaThe financial planning industry is facing a two-pronged challenge - the need for greater diversity and a solution to fill the unmet advice need in Australia. How technology can improve the advice journeyRather than being a threat to the advice industry, technology is presenting opportunities for advisers to free up time and enhance the client experience. End of financial year tips for financial advisersWith the end of the financial year just around the corner, top of mind for many financial advisers is the indexation of superannuation caps and thresholds ... |
Latest News
Tranche one of advice reforms hits parliament
The legislation housing the first tranche of financial advice reforms that promise to reduce the red tape was introduced in parliament today.
Australia's wealthiest women not getting the advice they need
The number of new female millionaires is outpacing men, but new research suggests high-net-worth women are being left behind.
UK advisers told to review retirement advice processes
Financial advisers in the UK are being asked to examine their processes when providing retirement income advice, following a thematic review that found some "are not even getting the basics right."
Listed companies drive economy's momentum: ABDO
Australian companies continue to defy odds and beat analysts' expectations to help keep the economy on its resilience streak.
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.