North Managed Portfolio AUM Passes $5 Billion
14 June 2022 by Neil Griffiths
“We’re also keeping fees extremely competitive and enhancing North’s tech capability, including the recent launch of our client app.” Shortly before the launch of the client app, Adviser Ratings’ Landscape report, which looked at how fina...
Ford Scott Partners With Otivo
6 June 2022 by Liam Cormican, Money Management
Tasmanian financial planning firm Ford Scott has engaged online advice business Otivo to bridge the industry-wide challenge of unaffordable advice and orphaned clients.
Stop dismissing young investors, stockbrokers told
30 May 2022 by Lucy Dean, Australian Financial Review
New-age share trading platform Stake has hit back at claims by the traditional investment industry that the next generation of investors is naive, as stockbrokers and financial advisers risk missing out on spoils from the looming $3 trilli...
Industry to shed 2,400 advisers by year's end
28 May 2022 by Maja Garaca Djurdjevic, Independent Financial Adviser
The year 2022 is expected to be another devastating year for financial adviser numbers, with Adviser Ratings suggesting that another 2,387 advisers are going to make their exit across this calendar year. This, according to research by Advi...
But At What Cost To The Consumer?
29 April 2022 by Laura Dew
The annual research report did not hold back, stating that 100,000 clients have either been orphaned by their adviser or ceased receiving advice, causing the number of advised Australians to fall below two million people.
Advice Leads Double As Trust Levels Increase
24 May 2022 by Chris Dastoor, Professional Planner
Renewed trust in advice since the Hayne royal commission has led to double the amount of client leads during 2021 compared to the previous year according to research from Vanguard and Adviser Ratings.
Quality of Advice Review presents opportunity to ‘rebuild adviser numbers
11 May 2022 by Neil Griffiths, SMSF Adviser
In a recent webinar, AFA CEO Phil Anderson said the upcoming Quality of Advice Review (QAR) – which will investigate whether there are opportunities to streamline and simplify regulatory compliance - has an opportunity to key issues in the...
Open Letter to Anthony Albanese and Scott Morrison
6 May 2022 by Risk Info
Lifespan Financial Planning CEO, Eugene Ardino, has penned an open letter to the leaders of the two major parties in the lead-up to this month’s Federal Election, which he presents on behalf of the financial advice community. Ardino docume...
Labour Backs Advice Affordability
29 April 2022 by Laura Dew, Money Management
Access to high-quality advice for consumers will be a key priority for the Labor government, according to shadow minister for financial services, Stephen Jones.