by Adviser Ratings
In these times of industry disruption and change, there is plenty for advisers to think about if they are contemplating changing licensee or even becoming self licensed. Basic things, like how you might want to structure your remuneration are…
by Adviser Ratings
Recent research points to further evidence that the competition for advisers’ loyalties is heating up across various sectors of the advice landscape. We’ve been reporting on the disruption that new regulatory realities are creating in the business…
by Ryan Watson
Life can be unpredictable and when it comes to managing finances, instability can have a devastating impact. The good news is that, by being strategic about planning for wealth protection in uncertain times, you can help safeguard yourself against…
by Adviser Ratings
With the Royal Commission laying bare the shortcomings of the industry, there has been limited effective responses from the industry to deal with these problems. Adviser Ratings on the other hand has been working on these solutions for many years.…
by Adviser Ratings
There has been some consternation in the advice community around the newly authorised advisers listed on ASIC's Financial Adviser Register (FAR) this year, given that new advisers must meet the new regulatory standards required from January 1 and…
by Adviser Ratings
Our latest research shows the potentially massive impact that new regulation has had on advisers joining and leaving our industry. All of the gains in adviser numbers last year have been wiped out in the first 6 months of 2019 as record numbers of…
by David Beaton
When planning for your future and achieving your goals and objectives, a robust risk management plan is the safety net providing the best chance of your plans coming to fruition if unplanned events occur. When the term ‘risk management’ is raised,…
by Adviser Ratings
Our latest analysis of adviser movements has thrown up an interesting difference in the choice of licensees among advisers who are “switching” licensees, versus those “returning” to the industry. One of these groups is strongly biased towards moving…
by Adviser Ratings
For financial advisers in a post Royal Commission world, it’s easy to be overwhelmed by much of the instability and negative coverage the industry faces on a regular basis. We thought we could share a positive story, that has stability as one of its…