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 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 ...  Building a managed portfolio for all seasonsJust as the leaves will fall in autumn, and the beaches will be packed in summer, market volatility is likely to be on the horizon. We have seen how markets ...  Amid a grand experiment, risk premia are too lowUncertainty is part of life, but these days seem more uncertain than most. Today, investors in the United States must contend with the fallout from the ...  Do conflicts of interest exist in other professions?Do you ever wonder if something similar to Standard 3 of the FASEA Code of Ethics on the ban of conflicts of interest and referral payments for financial ...  Are tech firms still forcing financial advisers to use the wrong light bulb?If you work in the financial planning industry in Australia, you already know everything is evolving. The industry is quickly moving towards the desired ...  Making the financial advice industry sustainableRegulatory pressure following the Hayne Royal Commission has led to an increase in quality and transparency in the financial advice sector - a crucial ...  Australian federal budget 2021 summaryThere was little doubt that this year's Australian federal budget would focus on securing Australia's economic recovery as we enter a post-COVID ...  The survival of a financial adviser in AustraliaSince the outcome of the Royal Commission into the state of financial planning within Australia, the industry is going through a significant period of ... |
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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
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