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.
Economists are idiotsAs a long-time card-carrying member of the economics fraternity Tim Toohey doesn't say this lightly: economists are idiots. Worse still, the forecasts ... How advisers use managed accounts in Australia and overseas for better businessesState Street Global Advisors SPDR's ETF model portfolio strategist Sinead Schaffer shares how advisers around the world are using managed accounts. The critical role of advisers in responsible investingThe increase in investors focusing on ethics and sustainability in their investments over the past five years has been a remarkable growth story. REITs: Darkness before dawn?After a year of lockdowns and a favourable recovery, the feeling of optimism by the end of 2021 quickly subsided as 2022's curveballs kept coming, with ... Adviser deja vu all over againFinancial advisers and industry super funds have so much in common. As a group, they can't stop talking about themselves and they're never happy with ... Digital revolution: Driving opportunities in healthcareDigitisation has fundamentally transformed the way we live. Even after decades of digital revolution, however, there are still places where analogue reigns. Using client data to drive client engagementWith today's 24/7, on-demand technology, clients are increasingly seeking more frequent interaction with their finances digitally alongside face-to-face ... Net flows navigate product oceansMany years ago, I applied for an internal role as head of unit trusts at a large wealth manager. I didn't get that role. They wanted someone with leadership ... Accountant-planner JVs will increase - but basic fundamentals are neededThe days of loose accountant-financial planner alliances are over and joint ventures focused on delivering value-add services are the future. Why active performance tests are stupidEverybody does it. Even me. It's nothing to be ashamed of. It's not even illegal. It's answering the question "Does active management outperform" by putting ... |
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.