What really drives a fund?BY MANNY DAMIANAKIS | WEDNESDAY, 7 OCT 2020 3:58PMHow much do your clients really know about the managed funds they invest in? This is the critical question that all financial planners and fund managers should be addressing. Upgrade your subscription to access this article
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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.