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.
 The four pillars of a compliant advice businessFinancial advice is one of the most heavily regulated industries in Australia. From its close ties to the life insurance industry and the inception of ...  What sophisticated investors know and love about RMBSAustralian residential mortgage-backed securities (RMBS) are an extremely well-performing asset class both in terms of credit performance and the return ...  Advocating for the value of specialist life risk adviceOver the years, I have seen financial advice clients become more eager to boost their financial literacy and, as a result, are now more aware of the services ...  The third generation loses it? WrongComing to wealth is hard. Adapting to wealth can be harder. So for a family that will be passing substantial assets to future generations, what are ... Bank debt: What we know and what we are familiar withBanks and insurers are funded by groups of distinct groups. The bondholders with the least chance of not being repaid should a bank get into difficulty ...  Monitoring your business performance: Tips on setting KPIs and remaining accountableBusiness owners are often occupied with the operational requirements of running a business and as a result, fail to put the required effort and focus ...  Digging deeper into goal-centric financial planningThe investment doyen of value investing Benjamin Graham once wrote: "The best way to measure your investing success is not by whether you're beating the ...  The future of females in financial adviceBeing given someone's trust is an absolute privilege, and one of the most rewarding aspects of a career in financial advice. It is also a cornerstone ...  Read the room: Paradigm shift alertRecently someone sent through a job alert for a position in charge of portfolio construction for major industry super funds.  Choosing alternative paths to retirement: The 2023 versionSix years ago, Donald Trump was in the White House, Scott Morrison was federal treasurer, and the May 2017 Budget had just announced some significant ... |
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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.
Expert Feed
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Australian financial advice firms have dealt with major industry reforms over recent years, and now encounter a shifting economic environment.
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