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Latest News
Litigation funder disputes AMP BOLR settlement
The litigation funder of the AMP Buyer of Last Resort (BOLR) class action is negotiating its cut of the settlement money and could take home as much as $43 million.
ASIC clamps down on advisers, trustees cold calling
Financial advisers, licensees, and superannuation trustees are facing the ire of ASIC after an investigation found they are profiting from boiler room tactics that convince members to switch funds.
FSC launches digital advice group
The Financial Services Council (FSC) continues to expand into financial advice by taking on a digital advice association that flagged its formation one year ago.
Count renews Iress contract
Count has renewed its contract with Iress to continue to provide software to its 550 financial adviser network.
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
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Australian financial advice firms have dealt with major industry reforms over recent years, and now encounter a shifting economic environment.
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The not-so-secret source of enduring client relationships is an effective and engaging onboarding process. Do it well and you will likely have clients ...
Financial control
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