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.
 Working with regulation, and a thank you to ASICIf there is one thing that is certain in the practice of financial planning, it's that you will need to work with regulation.  Robo-advice: Rise of the machines and the human touchFor many years, institutions, advice firms and individuals both at home and abroad have struggled to determine the best way to use digital and robo-advice ...  What I learned during my Professional YearI became a financial adviser for Ascent Private Wealth at 21 years old, making me one of the youngest, if not the youngest, adviser in Australia.  Trends influencing investors' allocation to propertyThe next property cycle is approaching, however, as with every cycle, the changes will take a while before the impacts emerge.  Protecting client data from identity fraud and cyber crimeKeeping client data safe from hackers, verifying identification, whether to use password managers and the risks of using public Wi-Fi are among the cyber ...  HELP debt indexation rate: Considerations and opportunitiesThe indexation rate for HELP and other study debts, which is applied to outstanding debts on 1 June 2023, has increased significantly to 7.1% (from 3.9% ...  The four pillars of a compliant advice businessFinancial advice is one of the most heavily regulated industries in Australia. From its close ties to the life insurance industry and the inception of ...  What sophisticated investors know and love about RMBSAustralian residential mortgage-backed securities (RMBS) are an extremely well-performing asset class both in terms of credit performance and the return ...  Advocating for the value of specialist life risk adviceOver the years, I have seen financial advice clients become more eager to boost their financial literacy and, as a result, are now more aware of the services ...  The third generation loses it? WrongComing to wealth is hard. Adapting to wealth can be harder. So for a family that will be passing substantial assets to future generations, what are ... |
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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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