by Wayne Leggett
In this week's 'Ask an Adviser' series, Wayne Leggett, Principal of Paramount Financial Solutions in West Leederville, WA answers a question on how a partner's income may affect aged pension payments.
by Adviser Ratings
Despite the significant challenges, self-licensing continues to hold appeal for a large proportion of the adviser market. However, cost pressures and compliance risks often see AFSLs surrendered after a few years. Is it worth going down the…
by Angus Woods
Join Adviser Ratings' Founder Angus Woods as he takes us through this week's adviser movements and provides the latest industry insights in this 3-minute video.
by Wayne Leggett
In this week's 'Ask an Adviser' series, Wayne Leggett, Principal of Paramount Financial Solutions in West Leederville, WA answers a question about the importance of seeing a financial adviser before getting a mortgage.
by Angus Woods
Join Adviser Ratings' Founder Angus Woods as he takes us through this week's adviser movements and provides the latest industry insights in this 3-minute video.
by Adviser Ratings
With the NAB/MLC acquisition now complete, hundreds of advisers are now settling in or about to move under their new IOOF custodianship. However, a significant number made early moves from MLC licensees to elsewhere in the market. We look at the…
by Adviser Ratings
Big client books have become a thing of the past, as advisers rationalise to stay afloat in a market characterised by rising costs and compliance. In a shrinking market, letting go of low value clients has become key to survival for many practices.…
by Neil Sonneveld
In this week's 'Ask an Adviser' series, Neil Sonneveld, of Mansfield Financial Planning in Cheltenham, VIC answers a question regarding the pros and cons of investing in your Superannuation.
by Angus Woods
Join Adviser Ratings' Founder Angus Woods as he takes us through this week's adviser movements and provides the latest industry insights in this 5-minute video.