by Adviser Ratings Research Team
Consumers demand more from their financial advisers in light of access to so much more content and information, advisers in turn are demanding more from their licensees.
by Rodney Lester
If the client receives appropriate advice, does it matter whether it derives from an aligned or non-aligned source? Does the issue become one based mostly on perception? What of other aspects of the industry that are ruining the public's perception.…
by Adviser Ratings
At Adviser Ratings, we’re all for de-mystifying financial advice. If you’ve never been to an adviser before you probably don’t know what the process entails. Each planner will be different in varying degrees in their process and what they will need…
by Brett Dillon
Brett's company bares his name - BD Financial Planning with offices in Sydney and Erina. He's rated as a Platinum adviser with 35 reviews on Adviser Ratings, with an average customer rating of 99%
by Phil Thompson, RISE FINANCIAL
A friend says my wife and I should see a financial adviser but I don’t think we earn enough for it to be worth it. Our combined income is between $140-$150,000 pa. We have two children in primary school and are paying off a $350,000 mortgage. We…
by Adviser Ratings
An average 35% of advisers have a bachelors degree or higher - based on current draft legislation whereby all advisers are required to have a degree or higher by 2019, a potential $400M compliance tsunami is fast approaching for licensees and their…
by Phil Thompson, RISE FINANCIAL
I believe that when you remove all potential conflicts of interest, then you have the best environment and structure possible to provide advice that is in the best interest of the client only.
by Rodney Lester
For a consumer seeking financial advice for the first time, several factors may come into play when choosing an adviser. One of those factors may be whether they seek an aligned or non-aligned adviser.
by Raja Grewal
Financial advisers continually stress the importance of a long-term planning to their clients. The importance is reinforced by a recent study for ASIC, which reveals various trends in consumer attitudes and behaviour.