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Paraplanners Hold Firm: 79% Express No Interest in Becoming Financial Advisers Paraplanners Hold Firm: 79% Express No Interest in Becoming Financial Advisers Paraplanners Hold Firm: 79% Express No Interest in Becoming Financial Advisers

by Adviser Ratings

Amidst the sales pressures and the surge of artificial intelligence, there are a handful of complexities that appear to be driving a whopping 79% of paraplanners away from embracing advisory roles. With regulatory changes afoot, will the industry…

Weekly Adviser Movements for Australia up to November 30, 2023 Weekly Adviser Movements for Australia up to November 30, 2023 Weekly Adviser Movements for Australia up to November 30, 2023

by Adviser Ratings

Join Luke Withers in this week’s video for all the latest adviser and licensee movements.

Advisers Answer A Question On Secure And High Return Investments Advisers Answer A Question On Secure And High Return Investments Advisers Answer A Question On Secure And High Return Investments

by Adviser Ratings

This week, advisers David Marginson and Andrew White answer a question on secure and high return investments options.

Ask An Adviser - What Are Secure And High Return Investments? Ask An Adviser - What Are Secure And High Return Investments? Ask An Adviser - What Are Secure And High Return Investments?

by David Marginson

David Marginson of Professional Wealth Services in North Sydney answers this week's question on secure and high return investment options.

Ask An Adviser - What Are Secure And High Return Investments? (1) Ask An Adviser - What Are Secure And High Return Investments? (1) Ask An Adviser - What Are Secure And High Return Investments? (1)

by Andrew White

Andrew White of Tribeca Financial in Hawthorn, VIC answers this week's question on secure and high return investment options.

ESG Investing Subsides Amid Cost Crisis ESG Investing Subsides Amid Cost Crisis ESG Investing Subsides Amid Cost Crisis

by Adviser Ratings

In the face of a cost-of-living crunch, Australians pivot towards securing immediate financial stability and safeguarding long-term wealth. This shift sidelines ESG priorities, highlighting a pragmatic focus on security over sustainability.

Weekly Adviser Movements for Australia up to December 7, 2023 Weekly Adviser Movements for Australia up to December 7, 2023 Weekly Adviser Movements for Australia up to December 7, 2023

by Adviser Ratings

Luke Withers brings you this week’s adviser movements and licensee updates.

Weekly Adviser Movements for Australia up to December 14, 2023 Weekly Adviser Movements for Australia up to December 14, 2023 Weekly Adviser Movements for Australia up to December 14, 2023

by Adviser Ratings

Take a look at all the key insights in this week’s video, presented to you by Luke Withers.

Ask An Adviser - Will Capital Gains Affect My Carer's Pension? Ask An Adviser - Will Capital Gains Affect My Carer's Pension? Ask An Adviser - Will Capital Gains Affect My Carer's Pension?

by Ross Monteleone

Ross Monteleone of Assured Wealth Advisors in Morphett Vale, SA responds to this week's question on capital gains affecting the Carer's Pension.

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