EUREKA WHITTAKER MACNAUGHT

Features

Business processes, succession planning and system efficiency are among areas that advisers can focus on this year thanks to a lull in regulatory change, writes Oksana Pa...

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Financial planning

While fresh-faced candidates straight out of their degree will attempt the professional year, the traditional career path of client services and paraplanning first will b...

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Financial planning

Eureka Whittaker Macnaught, licenced with Financial Wisdom, acquired Ken Mann’s financial planning practice on the NSW Central Coast....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago