by Frieda Zhang
A new year has come along, perhaps you have new concerns or questions about your financial situation. When in doubt, you can always get a professional opinion from your adviser. You may want to consider some of the following points with your adviser…
by Frieda Zhang
What do clients really want? It's a favourite topic for service providers. Just like any consumer focused industry, the financial advice industry can benefit from better understanding clients needs and wants. Segmentation is one way to achieve this.
by Angus Woods
Is your circuitry slowly becoming disconnected? In 2016, it’s time to reconnect with this space oddity that is financial planning….. As they say the early bird catches the worm, so we’d like to give you a little reminder of some of the key things…
by Angus Woods
From Ettalong to Dandenong to Woodenbong to Ballarat to Canberra to Milperra to Unanderra to Captain’s Flat……Adviser Ratings has reached more than 1,000 financial advisory companies across Australia where ALL the company’s advisers have undertaken…
by Rodney Lester
After a year which saw many developments and much progress including some big changes to our platform, launching the Really Simple Guide to Money with the AFA and combine the ASIC Financial Adviser database with our own, we decided to let our hair…
by Robert from Manly Vale, NSW
Are we heading into another financial meltdown - I'm worried - I have more than half my hard earned $2M portfolio in stocks and managed funds and I'm heading into retirement. I'm still 30% down from 2008. My banking friend thinks there will be…
by Angus Woods
We heard a lot this week about terms such as innovation, ideas boom, start-up accelerators, investor incentives, STEM as part of the Government’s $1.1B innovation agenda. But what does it mean for financial advice and advisers?
by Rodney Lester
This week in our final installment - part 3 of our "bad review" case study, we see the response to the negative review that the adviser posted on our site, and a surprising post-script.
by Rodney Lester
In this our second part of our "bad review" case study, we see the advisers initial response to receiving a negative review.