Five steps for using an AI Strategy in your practiceBY DANIELLE LABOTKA | FRIDAY, 17 MAY 2024 8:06AM As a financial adviser, you already know generative AI is not going to take your job from you.
 An open letter to Anthony Albanese and Scott MorrisonLifespan Financial Planning chief executive Eugene Ardino pens an open letter to Anthony Albanese and Scott Morrison on behalf of the financial advice ...  Are you ready for what's coming?Right now, we are on the cusp of a once in a generation adjustment as the world moves from low inflation and low interest rates to high inflation and ...  Lambos or food stamps and the prodigal sonIt's Lent in the Christian calendar and time to consider one of the most famous parables in the Bible. The story of the prodigal son has many things to ...  Being uncomfortableMy job frequently requires me to create or analyse a financial model. If I'm honest, that's also the kind of thing I like to do on a weekend for fun.  How should NFPs navigate the post-COVID world?During times of hardship, the resources of not-for-profits (NFPs) are relied on more than ever. The global pandemic has been no different. Many NFPs have ...  Financial planning: A career of choice for womenPerhaps one of the biggest issues for the profession at the moment is the decline in the number of financial planners in Australia. This decline is coinciding ...  Get ready for the youthquakeAustralia is currently experiencing a period of intergenerational disruption, driven by both our ageing population and the increasing wealth of Millennials.  Solutions for a simpler, wellbeing-driven financial advice modelHow many financial advisers does it take to change a lightbulb?  Keeping gender diversity on the agenda makes business senseIn celebrating the 2022 International Women's Day, we asked experts in financial advice and life insurance about what it means to #BreakTheBias and how ...  Breaking the bias in financial adviceIn celebrating the 2022 International Women's Day, we asked experts in financial advice and life insurance about what it means to #BreakTheBias and ... |
Latest News
Calls for a simplified path to financial advice
Financial Advice Association Australia (FAAA) chief executive Sarah Abood said she supports recent proposals around adviser education from the Joint Associations Working Group (JAWG) because "we need far more people with these qualifications" and the current system isn't supporting that need.
ANZ transfers Will bank to Equity Trustees
ANZ Bank will hand over its 6000-strong Will bank to Equity Trustees, following a decision to cease estate planning services from July.
Budget 2024: Stage 3 tax cuts to take effect July 1
The Stage 3 tax cuts will go ahead as planned after the Albanese government made some adjustments to help those struggling with the cost-of-living crisis.
Budget 2024: Cost of living relief takes centre stage
From tax cuts to investment into financial support services, the Federal Budget aims to reduce cost-of-living pressures for Australians.
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 source 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 ...
