 KIERAN QUAINE | FRIDAY, 13 JAN 2017 The biggest global investors all own bonds. Primarily they are a defensive asset that diversifies away from higher risk asset classes and provides reliable income and capital stability. While the importance of bonds has always been well understood by ... Read more  ALEX BURKE | FRIDAY, 13 JAN 2017 If 2016 was the year of the unimaginable, 2017 will be the year of dealing with the unimaginable - and financial advisers will face the difficult task of helping their clients navigate this brave new world. Read more KERRIE SYDEE | FRIDAY, 14 OCT 2016 FS Advice spoke with Fiducian Financial Services head of financial planning, Robby Southall, who believes good financial advice is the result of honest relationships and clear outcomes, with returns simply an outcome of that process. Read more SANTI BURRIDGE | FRIDAY, 14 OCT 2016 Much of the discourse surrounding managed accounts in Australia tends to be dominated by assessment of the comparative benefits and features of separately managed accounts (SMAs) and individually managed accounts (IMAs) as investment structures. Read more  IAN MARTIN | FRIDAY, 14 OCT 2016 There has been a great deal of media discussion about what happens to bonds when the Federal Reserve raises interest rates again. The broad consensus is that they'll raise, so the questions become: by how much, how often, when, and what is the RBA's ... Read more  ROGER MONTGOMERY | FRIDAY, 24 JUN 2016 The S&P/ASX 100 (XTO) is a stock market index capturing Australia's top 100 companies by market capitalisation. It accounts for 63% (at April 2016) of the Australian equity market, however it might surprise investors to learn that for 10 years ... Read more  DANIEL BUTLER | FRIDAY, 24 JUN 2016 The proposed $1.6 million superannuation balance cap will, if introduced, result in substantial changes from 1 July 2017 and is likely to generate significantly more tax on the payment of death benefits. Read more  RAEWYN WILLIAMS | FRIDAY, 24 JUN 2016 'Alpha' as an investment concept is well understood. It is the difference between a portfolio's actual return and the return expected from the portfolio based on its exposure to the market (its 'beta'). More simply, if a portfolio's ... Read more SPDR PRACTICE MANAGEMENT, STATE STREET GLOBAL ADVISORS | FRIDAY, 24 JUN 2016 Financial literacy is the ability to use knowledge and skills to manage one's financial resources effectively for lifetime security. It is a continuum of abilities that is subject to variables such as age, family and culture, as well as experience ... Read more PAUL BARRETT | FRIDAY, 4 MAR 2016 Sitting in the living room of his house in North Curl Curl, Sydney, Paul Barrett had a plan to create one of the fastest-growing and most innovative independent dealer groups in Australia - the only problem was, he didn't have the money to do it ... Read more |
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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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