 DAMON RISCALLA | FRIDAY, 10 MAY 2024 Pricing has always been a complex area for advice firms. It requires getting the right balance between maximising profitability and having a competitive offering that enables you to win new clients. Complicating things further is that a blanket approach ... Read more DAMON RISCALLA | TUESDAY, 6 JUN 2023 For 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 services. Originally developed in the early 2000s by US institutions with the goal to expand access ... Read more PAGE: 1 |
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ASIC reported a 62% pass rate for the latest sitting of the Financial Advisers Exam.
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Financial advisers add 5.7% in value for client portfolios, a new study shows, down from 5.9% last year.
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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.
Expert Feed
Let's ensure the performance test works for everyone
The annual performance test is doing a great job for most Australians in helping ensure the superannuation industry is held to account for investment ...
Start now to solve the accessible, affordable, quality advice challenge
Access. Affordability. Quality.
The embedded value of digital vaults
Those of us working within the financial services industry are only too aware how important it is to safeguard sensitive information against data breaches ...
Waiting for Tranche 2 of the QAR
Over two years since the commencement of the Quality of Advice Review (QAR) - what has been delivered has fallen short of hopes in some quarters.
