Five steps for using an AI Strategy in your practiceBY DANIELLE LABOTKA | FRIDAY, 17 MAY 2024 8:06AM As a financial adviser, you already know generative AI is not going to take your job from you.
 The pros and cons of self-licensingSelf-licensing offers many attractions for financial advisers, in particular the freedom to have greater control over many aspects of your day-to-day ...  An unlikely starting pointIt's an accepted fact that the advice industry has been going through a period of significant change - increasing regulation, increasing professional ...  We are not in competition with industry fundsThe recent wave of mass job losses combined with the government allowing early access to superannuation has become a perfect storm situation for certain ...  Alone but togetherI ended up in mandatory self-quarantine at home after a very ill-timed trip to Bali. We left on March 13, at a time when it was still ok to fly.  Leveraging tech to manage wealth during extended volatilityUnsurprisingly, my inbox and all my social media channels are currently awash with advice at the moment: how to navigate these uncertain times, how to ...  The unfolding investment ramifications of coronavirusOur world and its markets are being rocked by the COVID-19 health crisis and the unprecedented speed of its global contagion.  Managing short-term reactions in market downturnsMarket volatility can trigger knee-jerk reactions that are best avoided by long-term investors. Two client types in particular are vulnerable to overreacting ...  What the hell is water?There's a joke that has one fish swimming past another fish and asking: How's the water? The other fish replies: What the hell is water?  Automation's role in COVID-19 market panicIf you read the news, you will no doubt start feeling a sense of panic. Headlines such as 'About $130 billion wiped off Australian shares' can really ... Overcoming apathy in clientsWhile it can feel accidental, goals often materialise due to meticulous planning. |
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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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