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.
 Adviser deja vu all over againFinancial advisers and industry super funds have so much in common. As a group, they can't stop talking about themselves and they're never happy with ...  Digital revolution: Driving opportunities in healthcareDigitisation has fundamentally transformed the way we live. Even after decades of digital revolution, however, there are still places where analogue reigns.  Using client data to drive client engagementWith today's 24/7, on-demand technology, clients are increasingly seeking more frequent interaction with their finances digitally alongside face-to-face ...  Net flows navigate product oceansMany years ago, I applied for an internal role as head of unit trusts at a large wealth manager. I didn't get that role. They wanted someone with leadership ...  Accountant-planner JVs will increase - but basic fundamentals are neededThe days of loose accountant-financial planner alliances are over and joint ventures focused on delivering value-add services are the future. Why active performance tests are stupidEverybody does it. Even me. It's nothing to be ashamed of. It's not even illegal. It's answering the question "Does active management outperform" by putting ...  What's up with Vanguard?Vanguard, the ETF giant, has presented an odd submission to the Quality of Advice Review.  Will falling house prices tip Australia into a recession?With the RBA tightening cycle firmly underway, the impact for Australian households is only starting to be felt.  Missed opportunity in Quality of Advice Review surveyThe digital advice questions in the Quality of Advice Review (QAR) survey missed their mark, meaning the opportunity to genuinely understand adviser views ...  AFA responds to QAR submissions from Choice, ISAThe Quality of Advice Review (QAR) has drawn a large number of submissions. Many of them have included recommendations that have the potential to make ... |
Latest News
Adviser numbers plateau
|The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share.
Two Brisbane advice firms merge
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger.
Financial advice exodus has 'bottomed out': ClearView
The insurer says the government's response to the recent Quality of Advice Review points to a return of advice.
HUB24 hits $100bn milestone
HUB24, which owns Xplore Wealth, Class, and myprosperity, surpassed the $100 billion milestone at the end of March.
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
What's top of mind for advisers in 2024?
Bearish predictions about the Australian property market in 2023 have turned out to be wrong, with population growth and a short supply of housing pushing ...
In limbo: Robo-advice
The fate of Australia's robo-advisers hangs in limbo as the triple threat of spooked investors, lackadaisical client interest, and regulatory strangulation ...
Caddick case reinforces professional standards
In a class action that will most likely never go to trial, the Caddick Case reinforces the importance of professional standards within the SMSF industry.
