 JOHN DYALL | FRIDAY, 4 MAR 2016 Traditional fixed income used to be the most boring of asset classes. Sure, there were some funny concepts to get your head around - like the fact that capital values went down when interest rates went up - but by and large it was pretty easy to see ... Read more YIANNI TSIMOPOULOS | THURSDAY, 10 JUL 2014 Ben started out working as a store man and managed to work his way up to the general manager position of the organisation by the age of 32. During this time, Ben made a lot of connections and was offered a pathway into the CEO position with an expected ... Read more  KRISTEN TURNBULL , JAMES TAYLOR | THURSDAY, 10 JUL 2014 The biggest challenge facing financial advice businesses today is compliance costs and time. But the industry will have to turn its attention to client service and engagement. Read more DAVID RAITS | THURSDAY, 10 JUL 2014 Shadforth Financial Group private client adviser David Raits helps a longtime SMSF client set up a charitable foundation to build a legacy. Read more  BRAD FOX , REBECCA SHEILS , ADAM TUCKER , RICHARD DUNKERLEY | THURSDAY, 10 JUL 2014 Advisers need to find the right mix when they communicate with clients. Communication strategies must be tailored to the age and the profile of each client. Read more CLAIRE MACKAY | THURSDAY, 10 JUL 2014 The future is bright for new SMSF investors. They have joined one million of their fellow Australians in taking control of their family's financial future. But they should never lose sight of their ultimate goal. Read more VIVIAN CHAU | THURSDAY, 10 JUL 2014 Every financial planner will face objections at some point of the sales process: it is unavoidable. Although objections can create obstacles in connecting with the client on a personal level, facing an objection also presents a valuable opportunity ... Read more MARILYN NELSON | TUESDAY, 25 MAR 2014 Marilyn Nelson spent six years as a generalist adviser and has been advising in aged care and estate planning for the last five at Big Sky, a mutual firm of Australian Unity. Read more  ALEX WERNBACHER | TUESDAY, 25 MAR 2014 What a daunting prospect it must be for anyone for whom moving a loved one to residential aged care looms on the horizon. There's the guilt, the logistics... and the financial side. Read more JENNY BROWN | TUESDAY, 25 MAR 2014 JBS Financial Strategists director Jenny Brown has had the most eventful year of her professional career. In 2013, the Melbourne-based adviser won the Association of Financial Advisers (AFA) Adviser of the Year Award and was named FS Smileys Scholar ... Read more |
Latest News
Court approves $16m DASS settlement
The Federal Court has approved the settlement reached in the $16 million class action brought against Dixon Advisory & Superannuation Services (DASS) following a two-week delay.
Adviser numbers plateau
The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share.
Two Brisbane advice firms merge
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger.
Financial advice exodus has 'bottomed out': ClearView
The insurer says the government's response to the recent Quality of Advice Review points to a return of advice.
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
Five steps to drive high performance in advice firms
Australian financial advice firms have dealt with major industry reforms over recent years, and now encounter a shifting economic environment.
Solving the advice gap challenge
In today's evolving technology landscape, there is rapidly growing interest in leveraging digital solutions to address the various challenges, particularly ...
Engage: How to create enduring client relationships
The not-so-secret sauce of enduring client relationships is an effective and engaging onboarding process. Do it well and you will likely have clients ...
Financial control
The term financial control generally evokes a weaker party being controlled by a stronger one. This might be in a relationship where one partner controls ...
