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.
 Flipping the perspective: What is a fit-for-purpose SoA?Assistant Treasurer Stephen Jones has finally broken his silence on the QAR recommendations, controversially to a group of superannuation executives.  The game's afoot: Unit trusts versus ETPsWell, you could have knocked me down with a feather when I calculated the annual flows to unlisted unit trusts versus annual flows to exchange-traded ...  'Good Advice' is just sales by another nameWords matter. They matter both to the listener and to the speaker. And they matter even more when it comes to money.  Banking collapses and rate hikes unlikely to stall bond market recoveryFixed income remains on track to record a better 2023 but investors who stay nimble in the continued market uncertainty will be best placed to maximise ...  Working with regulation, and a thank you to ASICIf there is one thing that is certain in the practice of financial planning, it's that you will need to work with regulation.  Robo-advice: Rise of the machines and the human touchFor many years, institutions, advice firms and individuals both at home and abroad have struggled to determine the best way to use digital and robo-advice ...  What I learned during my Professional YearI became a financial adviser for Ascent Private Wealth at 21 years old, making me one of the youngest, if not the youngest, adviser in Australia.  Trends influencing investors' allocation to propertyThe next property cycle is approaching, however, as with every cycle, the changes will take a while before the impacts emerge.  Protecting client data from identity fraud and cyber crimeKeeping client data safe from hackers, verifying identification, whether to use password managers and the risks of using public Wi-Fi are among the cyber ...  HELP debt indexation rate: Considerations and opportunitiesThe indexation rate for HELP and other study debts, which is applied to outstanding debts on 1 June 2023, has increased significantly to 7.1% (from 3.9% ... |
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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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