by Hamish Ferguson
There are vast numbers of people who live off interest income of various kinds who may be concerned as the RBA looks to pump-prime the economy with interest rate cuts. It doesn’t have to be a disaster though. Hamish Ferguson, a Financial Adviser…
by John Cachia
Far from being the realm of the rich, building an investment portfolio is something that most people can do. It can start as a simple savings plan – a few dollars in the bank – before expanding into a diversified portfolio containing a range of…
by Adviser Ratings
The fragmentation of the wealth sector continues to cause disruption in the industry. One key vendor category undergoing competitive pressure is that of investment platforms. More recent additions to the market have proved popular due to their…
by Adviser Ratings
Recent analysis of adviser’s movements for Quarter 2, illustrates not only a strengthening of the trend towards the preference for privately owned licensees, but also a preference for larger licensees, amongst advisers. This week we can take a look…
by Adviser Ratings
An interesting statistic came out of our recent adviser licensee movement analysis for Quarter 2, regarding the changing nature of licensees themselves. June figures show that or the first time in nearly 5 years, the number of discontinued licensees…
by Adviser Ratings
Changes to the structure of the life insurance market continue apace, echoing the disruption occurring elsewhere in the financial services industry. Regulatory changes and legacy issues with older insurance products are likely to cause problems for…
by Adviser Ratings
Are the numbers from our “Q2 Musical Chairs Report” trends, or the result of "one offs" like Westpac’s move out of licensee land and the associated move of many of these advisers to Viridian. We can reveal here that Westpac contributed only around…
by Adviser Ratings
Up until the Royal Commission, the focus for financial planning software was on reducing time and increasing output. Now, the focus is on trying to increase compliance. With over 50% of advice being non-compliant, there is a huge amount of pressure…
by David Dall
Our Adviser Profile this week is David Dall, a Platinum Adviser with 134 client reviews and an average customer rating of 4.59 out of 5 stars. David advises from Shaw and Partners in Adelaide, SA.