 ROD BERTINO | FRIDAY, 5 JUL 2024 ... glasses aside) that clients are prepared (satisfied even) to pay for their advice experience, as was recently observed by Netwealth in its 2024 Advisable Australian Report - value for money is the "single most important aspect' that clients consider ... Read more  NETWEALTH INVESTMENTS | THURSDAY, 4 JUL 2024 ... following article comprises an excerpt from the white paper Understanding Australian advice clients better, published by Netwealth in 2024.* In the first instalment of this series, we explored the diverse segments of advised Australians based on age ... Read more NETWEALTH INVESTMENTS | FRIDAY, 31 MAY 2024 ... following article comprises an excerpt from the white paper Understanding Australian advice clients better, published by Netwealth in 2024. Segmenting can provide additional insight for firms trying to define what is important to their clients. In this ... Read more  ADRIAN PATTY | FRIDAY, 28 JAN 2022 ... foundational SOA process, with a reduction of weeks from the timeline of migrating a book of clients." According to Netwealth, the need for digital fact-finding solutions has never been higher. Their 2021 AdviceTech Report found that over 40% of advisers ... Read more NETWEALTH INVESTMENTS | FRIDAY, 24 APR 2020 A spate of changes over the past several years has impacted self-managed superannuation funds (SMSFs) with increasingly onerous responsibilities. As a result, investors seem to be taking a closer look at the possibility of transitioning from their existing ... Read more  CHRISTOPHER PAGE | FRIDAY, 5 FEB 2016 ... improving usability and efficiency, and having better customer support. Based on their data, Investment Trends cited netwealth as the overall winner in this regard. If you weren't on Investment Trends' mailing list for that one, though, it's worth asking ... Read more NETWEALTH INVESTMENTS | TUESDAY, 3 NOV 2015 A Managed Account can solve a number of practice inefficiencies for those licensees that are willing to spend time working through compliance, structure and due-diligence processes. Read more  KEAT CHEW | THURSDAY, 10 JUL 2014 ... Disclaimer: The views expressed in this article are those of the author only and do not necessarily reflect those of the netwealth group or its subsidiaries. Webinar: How to generate more business from SMSF trustees? Thursday 23 October at 10.00 Register ... Read more PAGE: 1 |
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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.
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