Showing 1 to 7 of 7 articles for Karren Vergara: KARREN VERGARA | MONDAY, 18 DEC 2023 The fate of Australia's robo-advisers hangs in limbo as the triple threat of spooked investors, lackadaisical client interest, and regulatory strangulation are too enormous for many providers to overcome. Once considered as one of the country's ... Read more KARREN VERGARA | FRIDAY, 7 JAN 2022 The Australian summer is synonymous with barbecues, beaches, and bushfires. But for many of us, the Black Summer spanning the end of 2019 and early 2020 is perhaps the most unforgettable. As early as September 2019, the fires began raging across states ... Read more KARREN VERGARA | FRIDAY, 17 DEC 2021 Should financial advisers be held to the same ethical standards in their personal and professional lives? If so, how should this be regulated? How financial advisers conduct themselves against moral and ethical standards at work has been a large focus ... Read more KARREN VERGARA | FRIDAY, 1 OCT 2021 The landmark grant that the Financial Planning Association of Australia scored in mid-June can make big strides in cementing the footprint and influence of women in the male-dominated financial services and financial advice industries. In applying for ... Read more KARREN VERGARA | FRIDAY, 2 JUL 2021 The corporate regulator justified the staggering 160% jump in the adviser levy, from the time it was introduced in 2017-18, as a consequence of advisers abandoning the industry. The levy for the 2019-20 financial year, which is charged retrospectively ... Read more KARREN VERGARA | THURSDAY, 29 OCT 2020 As the global health and economic crises continue to roil equity markets, adviser-led investment strategies need to be actively monitored and managed not only to survive - but to thrive - in a post-COVID-19 world. The recent Managed Accounts Roundtable ... Read more DARREN SNYDER | MONDAY, 30 OCT 2017 ... robo-advisers the platform to start tapping our emotional connections. In the latest Financial Standard edition journalist Karren Vergara has dedicated her cover story to the robo-advice conundrum and looks at how both the traditional and new forms of ... Read more PAGE: 1 |
Latest News
Advisers urged to capitalise on HNW interest in alternatives
High-net-worth (HNW) investors are the largest market for alternative assets, drawn by the potential for diversified risk-adjusted returns and superior yields in an environment where traditional investments may underperform, according to a report by Praemium and CoreData.
Almost one third fail adviser exam
Nearly one third (30%) of candidates who sat the latest round of the Financial Advisers Exam failed.
Adviser fakes exam certificate, cops ASIC ban
ASIC has slapped a permanent ban on a financial adviser who doctored her exam certificate and continued to provide advice without the proper qualifications.
Sequoia chief's job at stake in upcoming EGM
Sequoia Financial Group will hold an Extraordinary General Meeting (EGM) in June that will consider a resolution to remove chief executive and managing director Garry Crole.
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.