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Adviser Ratings has just released one of the most comprehensive studies available on the financial advice landscape in Australia in recent times. The report projects that around half of all advisers currently practicing will exit the industry in the…
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The new regulatory changes that will require advisers to be degree qualified will be one of the driving forces behind an adviser exodus from the industry over the next few years.
by Rodney Lester
A new report by Adviser Ratings estimates that only one in seven, or 14% of Australians receive the benefits of financial advice. Of those “advised Australians”, the vast majority (75%) are over 45 years of age. This is despite the fact that one in…
by Liam Shorte
In this piece, Liam Shorte shows how he performs his advisory roles and includes the actual services he provides to his clients. He identifies what he actually does in his roles as a “Professional Financial Planner” and a “Personal Finance Coach”.
by Angus Woods
The size and strength of the Australian superannuation industry, mandated by compulsory contributions, is well documented. For a traditionally sleepy sector, it is evolving rapidly driven by continuous government and regulatory impost, commercial…
by Liam Shorte
This week, Platinum adviser Liam Shorte outlines the final 3 roles he felt he played as a financial planner. Liam expands to show how he performs these roles and includes the actual services he provides to his clients. This week he concludes the…
by Lynette Murray
In wealthier countries such as Australia, 50% of the people born in 2000 will get to celebrate their 100th birthday. If you plan to retire at 60 or even 70, that’s a lot of gardening and golf! Regardless of your age, it’s never too early to start…
by Adviser Ratings
Speculation is rife as to the reason for Dover’s closure as the fallout from the shock announcement last Friday continues. The latest reports indicate Dover is calling for immediate payments of debts that it originally agreed with advisers to…
by Adviser Ratings
Adviser Ratings has been in contact with hundreds of advisers regarding the collapse of Dover Financial and acknowledges the high stress environment it has created. Our conversations indicate there has been an outpouring of support from segments of…