 ESZYLFIE TAYLOR | WEDNESDAY, 19 JUN 2024 As a financial adviser, building trust and credibility with potential clients is paramount to increasing your closing ratio and growing your wealth management practice. Nowadays, it is crucial to make an excellent first impression, whether through a ... Read more PAGE: 1 |
Latest News
Federal Court approves AMP BOLR class action settlement
The Federal Court has approved the $100 million Buyer of Last Resort (BOLR) class action settlement despite some participants objecting to it, calling for a larger payout and making AMP accountable for its actions.
Majority pass adviser exam
ASIC reported a 62% pass rate for the latest sitting of the Financial Advisers Exam.
Advisers add 5.7% premium
Financial advisers add 5.7% in value for client portfolios, a new study shows, down from 5.9% last year.
E&P free of legacy issues, FUA jumps 26%
E&P Financial Group's 7400 advised-client base saw their wealth jump 26% to nearly $30 billion, while former clients under the defunct Dixon Advisory continue to struggle to access recourse.
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.
