 DREW BROWNE | FRIDAY, 17 MAY 2024 Operating a small business, in its simplest form is about being able to manage and solve problems for people, just in time. Read more  DAMON RISCALLA | FRIDAY, 10 MAY 2024 Pricing has always been a complex area for advice firms. Read more  ANNIKA BRADLEY | FRIDAY, 3 MAY 2024 Managed accounts or portfolios continue to grow in popularity among advisers. Read more  MARK LAMONICA | WEDNESDAY, 27 MAR 2024 Investors seeking to use the equity in their homes to grow their wealth are faced with numerous considerations and should approach such a strategy with care and caution. Read more  NICOLE RADICE , REBECCA RUTLAND | FRIDAY, 23 FEB 2024 When raising capital in Australia, corporations are generally required to comply with the disclosure obligations under the Corporations Act 2001 (Corporations Act) by providing prospective investors with sufficient information about the company's operations ... Read more  MICHAEL TRAN | FRIDAY, 3 NOV 2023 Recent data suggests inflation may have peaked,[i] however, it remains high and above the inflation target of the Reserve Bank of Australia (RBA). Read more  RAHUL SINGH | TUESDAY, 26 SEP 2023 Retirement is an important milestone for clients in the journey of life and advisers ideally want clients to seek advice well before the event. This article explores some of the financial planning considerations in dealing with leave entitlements. Read more  ULRIKA LOBO | WEDNESDAY, 6 SEP 2023 What will it take to bring private lending into the modern era and accelerate its growth over the next decade? It is going to need more than quick turnarounds and fast funds. Read more  MICHAEL MILLER | FRIDAY, 11 AUG 2023 In this article, we examine decisions made by The Australian Financial Complaints Authority (AFCA) between January and March 2023. Read more RAHUL SINGH | WEDNESDAY, 14 JUN 2023 Navigating through aged care can be complex for clients, especially those who act without seeking advice. Read more |
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.
Expert Feed
Five steps to drive high performance in advice firms
Australian financial advice firms have dealt with major industry reforms over recent years, and now encounter a shifting economic environment.
Solving the advice gap challenge
In today's evolving technology landscape, there is rapidly growing interest in leveraging digital solutions to address the various challenges, particularly ...
Engage: How to create enduring client relationships
The not-so-secret source of enduring client relationships is an effective and engaging onboarding process. Do it well and you will likely have clients ...
Financial control
The term financial control generally evokes a weaker party being controlled by a stronger one. This might be in a relationship where one partner controls ...
