by Adviser Ratings Research
Financial advisers are demanding more from administration platforms, planning software and investment research vendors. This sentiment, reflected through adviser satisfaction, saw major incumbent providers rated poorly. With Adviser Ratings…
by BT Panorama
BT would like to invite you to our free roadshow event, BTNext 2018, running in major capital cities from 20 to 24 August. Our industry is changing, requiring us to embrace new challenges whilst running professional and sustainable, customer focused…
by Kane Jiang
We're not talking about the Pyramids or the Great Barrier Reef. We're in finance land here, and in finance land, the 8th wonder of the world is Compound Interest.
by Adviser Ratings
86% of Australians remain unadvised. Of the 14% who are advised, nearly three quarters are over the age of 45 and half are over 55. With Australia's already massive superannuation pool of $2.8 trillion set to more than triple in less than 20 years,…
by Adviser Ratings
On 6 August, the next round of the Banking Royal Commissions will focus on Super Funds. Some of the focus will be on life insurance within Super (Group Life). Echoing the significant change occurring in finance in general, the life insurance sector…
by Wil in Brisbane
My two children (23 and 21) live at home and have each saved around $50,000. Neither plans to leave home in the short to medium term but one may want to travel and work overseas in the next 2-3 years. I am not really in favour of them buying a…
by Michael Sauer
As a Gen Y Financial Adviser, Michael Sauer is frequently asked how to purchase a house while enjoying all the delicious smashed avo, quinoa and whichever other craze food is popular (and topical) at the time. As such, he's come up with this article…
by Vanessa Stoykov
When you read the research done by social researcher Mark McCrindle, you start to get your head around what will be, without a doubt, a very different Australia to the one we live in today.
by Jason from Bondi
I want to exit my SMSF but want to give to a manager/platform that allows me to also direct a proportion of the portfolio. ie i am happy to put 50% in their High growth portfolio but want to say "buy share xx" or "property yy" also in the fund. Is…