For Consumers

For Advisers

Connect with us

MENU
FIND AN ADVISER

Media | Search

Financial Advisers Fear Fire Sales as Valuations CollapseFinancial Advisers Fear Fire Sales as Valuations CollapseFinancial Advisers Fear Fire Sales as Valuations Collapse

16 July 2019 by Duncan Hughes, Australian Financial Review

Leading networks of financial advisers, such as AMP and IOOF, still face regulatory and legal issues and the big four banks are moving away from vertical integration because of tougher education standards, the ban on grandfathered commissi...

Where the bloody hell is AMP's strategy?Where the bloody hell is AMP's strategy?Where the bloody hell is AMP's strategy?

8 July 2019 by Adele Ferguson, Australian Financial Review

In 2018 and again in the first quarter of this year, only one product was generating positive net cashflows and that product was North. AMP said the revenue margin for this product was 57 basis points of assets under management in 2018, wh...

Aussie Financial Advisers Join Rating Agency FundraiserAussie Financial Advisers Join Rating Agency FundraiserAussie Financial Advisers Join Rating Agency Fundraiser

8 July 2019 by Cristian Angeloni, International Adviser

A financial advisory firm rating agency in Australia has rolled out a crowdfunding campaign to help its mission to improve conduct and transparency in the financial services sector. Advice Ratings said it is trying to implement best pract...

Adviser Ratings Launches Crowd Funding Campaign to Improve TransparencyAdviser Ratings Launches Crowd Funding Campaign to Improve TransparencyAdviser Ratings Launches Crowd Funding Campaign to Improve Transparency

5 July 2019 by Oksana Patron, Money Management

Financial advice rating and data company, Adviser Ratings, has launched a crowd funding campaign to the public to help improve institutional conduct and transparency in the wealth management industry. The campaign would be also aimed at p...

Advisers Encouraged to Fund Hayne Commission FixesAdvisers Encouraged to Fund Hayne Commission FixesAdvisers Encouraged to Fund Hayne Commission Fixes

5 July 2019 by Adrian Flores, IFA

An advice rating and data agency has opened a crowd funding campaign to advisers as part of efforts to further develop services aimed at improving institutional conduct and transparency following the Hayne royal commission. In a statement...

Peter Kell Joins Ratings Commission PanelPeter Kell Joins Ratings Commission PanelPeter Kell Joins Ratings Commission Panel

13 June 2019 by Laura Dew, Money Management

Former Australian Securities and Investments Commission (ASIC) deputy chair Peter Kell is joining a panel on licensee reporting set up by Adviser Ratings, his first role since departing the regulator last year. The licensee ratings commis...

Adviser Ratings Launches Transparency CampaignAdviser Ratings Launches Transparency CampaignAdviser Ratings Launches Transparency Campaign

7 June 2019 by Adrian Flores, IFA

Ratings and data agency Adviser Ratings has launched an equity crowd funding campaign aimed at improving institutional conduct and transparency in the wealth management industry. According to a statement, Adviser Ratings is seeking to rai...

Adviser Ratings Seeks to Crowd Fund GrowthAdviser Ratings Seeks to Crowd Fund GrowthAdviser Ratings Seeks to Crowd Fund Growth

6 June 2019 by Mike Taylor, Money Management

Financial adviser ratings business, Adviser Ratings is seeking to raise funds to expand the business via an equity crowd funding campaign. The company which has moved beyond adviser ratings to licensee ratings has now announced its crowd ...

Where We’re Going Wrong with Client OnboardingWhere We’re Going Wrong with Client OnboardingWhere We’re Going Wrong with Client Onboarding

20 May 2019 by Sarah Penn, Professional Planner

Onboarding new clients is make or break time. According to Adviser Ratings, around 50 per cent of potential clients drop out during the onboarding process, if it’s a cold lead, and the average adviser loses 25 per cent if it’s a warm lead.