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".
 There's something in the air that's not a virusThere's something in the air tonight and for once it's not COVID-19.  Considering self-licensing?Whenever there is disruption in the financial advice industry, such as the exit of some of the larger institutions from the industry seen in the last ... Skew you guys, I'm going homeAnyone who is a close reader of these columns knows what a sucker/well-informed expert I am for a fresh way of analysing fund performance.  Who rules the world? Paraplanners!If tech and digital advice are going to rule the 'new' world of advice, who will run it? It is a question I ask of paraplanners regularly. Let's ...  How to find the right licenseeThe financial advice industry in Australia is in the midst of a once in a generation period of upheaval and change, which has forced many advisers to ...  The income conundrum for retireesWith central bankers around the world committing to keep interest rates low for many years to come, this creates an issue for retirees looking for income.  Celebrating the FS Power50Announced today, we celebrate the seventh annual FS Power50, highlighting the 50 most influential financial advisers in Australia.  How to make advice affordableIn this second of a two-part editorial, Lifespan Financial Planning Chief Executive Eugene Ardino identifies the key changes required to make advice more ... Advice affordability isn't a licensing issuePublic discussion over the last few months has taken the financial planning sector back to a well worn debate about moving to a system where anyone who ...  The great wealth transfer waveAs businesses adapt to what we hope is a post-COVID world, more will be able to turn their focus from survival and business continuity planning, to longer ... |
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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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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 ...
