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.
Navigating and succeeding in a rapidly changing financial advice landscapeThe reshaping of the financial advice industry brings huge opportunities for both current and future advisers to raise the profile of financial advice ... Lessons from the past are lessons for the futureThe greatest lesson I have learnt over the journey is if you stay true to your clients and always act in their best interests you will eventually succeed ... QAR recommendations not inconsistent with FoFA reformsThe Quality of Advice Review (QAR) has been the most important review of financial advice in more than a decade, and most pleasingly has been all about ... Five key themes among advised female clientsIncreasingly, more women are becoming engaged in their finances and empowering themselves so they can plan to be financially independent and secure. And ... Five structural trends powering listed infrastructure in 2023As inflation soars and economic growth slows, we believe global listed infrastructure is a bright spot that seeks to deliver attractive returns even when ... Why the Quality of Advice Review is an opportunity for paraplanning's futureThe final recommendations of the Quality of Advice Review will be a positive for the future of paraplanning, especially when it comes to lowering the ... Orphan clients evolving into a consumer crisisThe financial services industry dilemma of having sufficient resources and advice practitioners to service the needs of orphan customers is not a new ... Private vs public equity in uncertain timesIn an uncertain economic environment, unlisted investments such as private equity have several advantages over listed equity funds. 2023 Australian property market outlookIn this article, Trilogy Funds Management spotlights some of the key factors underpinning the performance of the various Australian property market sectors. Five ways advisers can thrive amid economic doomsday forecastsAdvice businesses who focus on five key areas will be better positioned to withstand a downturn. |
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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.