Five steps for using an AI Strategy in your practiceBY DANIELLE LABOTKA | FRIDAY, 17 MAY 2024 8:06AMAs a financial adviser, you already know generative AI is not going to take your job from you.
Wrestling the gorillaDespite incessant commentary to the contrary, the US economy is the strongest it has been in over 30 years AFCA slams Dixon Advisory, opens door for over 4500 former clientsThe Australian Financial Complaints Authority (AFCA) has found against Dixon Advisory and Superannuation Services (Dixon Advisory) in a test case/lead ... Leading with resilience shapes a positive future for the advice industryLeading with resilience shapes a positive future for the financial advice industry The changing goals of retirementThe tide is turning on Australia's world leading retirement system. On the back of compulsory superannuation savings, Australian's have accumulated a ... Platform switching paving a better way for clientsAlmost all financial advisers now use platforms to build and administer investment portfolios for their clients. Their use of technology, automation ... Navigating the challenges of the claims process for the long-term benefit of your clientAs financial advisers, our role extends far beyond the financial planning focused responsibility - it is the emotional guidance we offer clients that ... What's top of mind for advisers in 2024?Bearish predictions about the Australian property market in 2023 have turned out to be wrong, with population growth and a short supply of housing pushing ... Caddick case reinforces professional standardsIn a class action that will most likely never go to trial, the Caddick Case reinforces the importance of professional standards within the SMSF industry. In limbo: Robo-adviceThe fate of Australia's robo-advisers hangs in limbo as the triple threat of spooked investors, lackadaisical client interest, and regulatory strangulation ... |
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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.