For Consumers

For Advisers

Connect with us

MENU
FIND AN ADVISER

Media | Search

Dover Identified as High-Risk Before ClosureDover Identified as High-Risk Before ClosureDover Identified as High-Risk Before Closure

26 June 2018 by RiskInfo

Dover Financial Advice was identified as a high-risk licensee earlier this year due to the number of its advisers who had switched between licensees and their low education levels compared to new standards, according to industry research g...

Beware 'micro self-licensed' financial planning businessesBeware 'micro self-licensed' financial planning businessesBeware 'micro self-licensed' financial planning businesses

24 June 2018 by Alice Uribe, Australian Financial Review

More than 500 "micro self-licensed" financial planning practices established in the past three years could be most at risk of disciplinary action from an emboldened corporate watchdog, along with fast-growing financial planning businesses ...

The reinvention of financial adviceThe reinvention of financial adviceThe reinvention of financial advice

25 June 2018 by InvestSMART

Within a few years from now, the number of licensed practitioners in the financial advice area is likely to be half of the current total. So, if you’re a planner, maybe it’s time to start planning a career change?

Euro News: How a powerful inquiry upended one of Australia's grandest companiesEuro News: How a powerful inquiry upended one of Australia's grandest companiesEuro News: How a powerful inquiry upended one of Australia's grandest companies

22 June 2018 by By Jonathan Barrett and Paulina Duran, Euro News

Some investors say two crucial elements to AMP’s success – its good name and model of licencing external advisers to distribute products – have been devastated.

Reuters: How a powerful inquiry upended one of Australia's grandest companiesReuters: How a powerful inquiry upended one of Australia's grandest companiesReuters: How a powerful inquiry upended one of Australia's grandest companies

22 June 2018 by Jonathan Barrett & Paulina Duran, Reuters

Some investors say two crucial elements to AMP’s success - its good name and model of licensing external advisers to distribute products - have been devastated.

Who are Australia’s top 50 financial advisers?Who are Australia’s top 50 financial advisers?Who are Australia’s top 50 financial advisers?

15 June 2018 by James Kirby, The Australian

Australia’s Top 50 Financial Advisers list – and the industry it tracks – has changed dramatically in the past 12 months. A royal commission into banking, a blizzard of new tax rules, and a fundamental shift towards breaking away from larg...

In Brief: July EditionIn Brief: July EditionIn Brief: July Edition

14 June 2018 by Matthew Smith, Professional Planner

With only five large financial institutions dominating the wealth management landscape in Australia, vertical integration’s effect on advice here is more potent than in the US, Morningstar’s global chief executive, Kunal Kapoor, told PP on...

Are AMP Shares (ASX: AMP) a Buy?Are AMP Shares (ASX: AMP) a Buy?Are AMP Shares (ASX: AMP) a Buy?

14 June 2018 by Henry Fung, Investments Revolution

AMP's reputation and customer loyalty are under siege due to the banking royal commission scandal, following testimony from clients and upper management. All this casts doubt on AMP’s management capabilities and future profitability.

Consumer reviews - an essential tool for your marketing arsenal

13 June 2018 by Netwealth

Hear how consumer reviews can be harnessed as a marketing tool and help you identify areas to enhance your service. Angus Woods, managing director and founder of Adviser Ratings, discusses.