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Where Does The Buck Stop?

Where Does The Buck Stop?

Recently we’ve seen a couple of examples of people in positions of eminent power come unstuck after falling foul of some regulations that would on the surface seem pretty...

BTNext 2018. Taking Your Practice Into The Future

BTNext 2018. Taking Your Practice Into The Future

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...

Don't Leave Getting Advice Too Late

Don't Leave Getting Advice Too Late

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...

Compound Interest - The 8th Wonder Of The World

Compound Interest - The 8th Wonder Of The World

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.

Advisers Dissatisfied With Technology Incumbents

Advisers Dissatisfied With Technology Incumbents

Financial advisers are demanding more from administration platforms, planning software and investment research vendors. This sentiment, reflected through adviser...

Getting Advice in Australia - Most and Least Serviced Areas

Getting Advice in Australia - Most and Least Serviced Areas

Across Australia, around 14% of the population receives financial Advice. However, there are some regions where hardly anyone gets financial advice, and others where a...

Lyle Greig

Top answer provided by:Lyle Greig

Ask an Adviser - About Statements of Advice (SoA's)

How many SOAs does a typical adviser write per month? How long do they typically take to write? Who reviews the SOAs to make sure they are appropriate/compliant? How long...

Growth Areas for Advisers

Growth Areas for Advisers

The latest research from Adviser Ratings 2018 landscape report has identified areas where there could be significant growth for the advice community – both in terms of...

Great Financial Habits: Saving 10%

Great Financial Habits: Saving 10%

Albert Einstein called compound interest the 8Th wonder of the world. The longer you engage it, the better off you will be. This is why Platinum Adviser Kane Jiang wants...

Darren Johns

Top answer provided by:Darren Johns

Would Financial Advice Help Us?

At our current stage in life, we would like to know if we should see an advisor? Ideally we would like to have someone appropriate give our finances the once over i.e....

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