Eureka takes out Fin Wis award


Eureka Financial Group has been named Practice of the Year by Financial Wisdom.
The annual awards are intended to recognise excellence in financial planning, and Eureka managing director Greg Cook said it represented recognition of Eureka's highly committed team.
"Our strength is in the professionalism, integrity and expertise of our people," Cook said.
According to Financial Wisdom's Mark Ballantyne, Eureka Financial Group stood out in the eyes of the judges because of the depth of its client relationships and for engaging clients in a deep relationship beyond the fundamental business of good strategic advice.
Recommended for you
Two commentators have shared why the inclusion of alternatives in a diversified portfolio shouldn’t be a simple switch with a traditional asset and will depend heavily on clients’ objectives.
Morgans chief executive, John Clifford, has announced he will step down from the wealth management group after eight years leading the business.
Funds under administration on the BT Panorama platform have passed $120 billion in the last six months as it progresses its migration of Asgard into the platform.
Private markets may be the hot topic of the day but two financial advisers have shared the red flags to consider and why advisers shouldn’t be tempted to invest solely in the pursuit of higher returns.