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

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

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

6 days 7 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 4 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 weeks 4 days ago