 ANITA LEMAIRE | TUESDAY, 13 APR 2021 With Australia's COVID-19 vaccine program in full swing, businesses and banking institutions across the country are cautiously optimistic that the nation's economic recovery is about to kick into gear. Read more  ANGELIQUE AKSENOFF | THURSDAY, 25 MAR 2021 Individuals like Melissa Caddick, Melinda Scott and Bernie Madoff, when first exposed, initially elicit expressions of shocked disbelief; quickly replaced by outrage, overreaction and their categorisation as outliers. Read more  RAY MCHALE | THURSDAY, 21 JAN 2021 The Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics (Code) consists of the five ethical values of trustworthiness, competence, honesty, fairness, and diligence; and these underpin the prescribed 12 standards. Read more  PAUL DERHAM | FRIDAY, 27 NOV 2020 Chances are you are reading this paper on an electronic device. You may have used the same device to video-chat with others, message your team and create or send documents-in the last hour. Navigating the device and its various software tools can be ... Read more  JENNIFER SHAW | FRIDAY, 25 SEP 2020 Time and again, the courts hear cases concerning vulnerable elderly people who have been taken advantage of financially by their own family members. This paper examines the circumstances in which the court will set aside 'gifts' from elderly ... Read more  MICHELE LEVINE | FRIDAY, 26 JUN 2020 Regulators have focused intensely on 'fairness' following the numerous scandals involving overcharging, underservicing and poor customer outcomes that were laid bare in the Royal Commission into Misconduct in the Banking, Superannuation and Financial ... Read more  SHLOMO SHER | THURSDAY, 16 JAN 2020 The process that leads to effective moral action can be roughly divided into three components Read more  ATTRACTA LAGAN | FRIDAY, 10 JAN 2020 It seems everyone has experienced a code of conduct or business ethics training session that is unmemorable, generic and fails to resonate. Read more  ELIZABETH MCARTHUR | TUESDAY, 15 OCT 2019 It's been a slow burn but environmental, social and governance concerns have finally become mainstream among institutional and retail investors. Read more |
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The Financial Services Council (FSC) continues to expand into financial advice by taking on a digital advice association that flagged its formation one year ago.
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Count has renewed its contract with Iress to continue to provide software to its 550 financial adviser network.
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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