The client fileBY JAMES DICKSON | FRIDAY, 26 APR 2024 8:17AM Something 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".
 What's ahead for insurance products?To ensure the life insurance sector is sustainable for all Australians, it is essential that we bring progressive thinking and have a long-term sustainable ...  What's your money story?I was raised by my single Mum and became one myself - leaving my marriage with two young boys, $10 in my purse, and no access to our joint bank accounts.  Like it or not, Bitcoin is here to stayIf you are anything like me, thinking about Bitcoin for any length of time can make your head spin.  Why women lack mentorsDo you want to know why men are elevated to the top jobs in higher numbers than women? Do you think it is because women are discriminated against?  Best political speech in two yearsIn the debate on the Hayne Royal Commission Response Bill 2020 (on annual renewal) in the Senate on 25 February 2021, there was one speech that stood ...  Don't follow the pack on TMDsLearn why the safety in numbers approach won't help you reach the October 5 deadline for workable target market determinations  Who owns the clients in an advice business?One of the main questions I am asked by employers when recruiting for financial advisers is, can the adviser bring across clients? While this request ...  Six things to watch this reporting seasonWith the US election behind us and a considerably more stable political environment expected, it is anticipated that many companies will be more forthcoming ... What exactly happened with GameStopAt the end of 2020 there was a collective sigh of relief that 2020 was over. For good. Forever.  Class action settlements may be available to advisers' clientsFor financial advisers, participating in shareholder class actions on behalf of clients may seem an impossibly complex task. However, through technology ... |
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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.
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