Royal flush: 15 questions to ask a financial adviser now
3 May 2018 by Jonathan Hoyle, Cuffelinks
The Royal Commission has highlighted some appalling financial advice practices. Transparency, greater professionalism and higher standards are required.
How to sniff out a bad financial adviser
2 May 2018 by Emma Rappaport, Morningstar
Unfortunately, financial advisers don’t always act in their client’s best interests - something being made painfully clear in the ongoing Royal Commission. To help you identify professional, trustworthy financial planners, we’ve put toget...
Steel reinforcing to protect consumers will follow royal commission
24 April 2018 by John Collett, Sydney Morning Herald
After almost two weeks of damning revelations at the banking royal commission into how, among other things, 300,000 clients were charged for advice they did not receive, there is little doubt the financial advice industry is in for big cha...
The questions you need to ask before you pick a financial adviser
23 April 2018 by Christine Long, SMH
A financial planner may enter your life through the recommendation of a friend or family member or an introduction via your bank. But that doesn’t mean you should simply hand your money over.
Gen Y advisers shy away from the big banks
18 March 2018 by Alice Uribe, Australian Financial Review
Data from consumer information company Adviser Ratings provided exclusively to The Australian Financial Review reveals in the last two years, the non-aligned sector – or what was previously termed the independent space – has seen it attrac...
Judgement day for financial advice
16 March 2018 by Kate Cowling
When a surprise royal commission into the financial services sector was announced, commentators speculated that financial planning might escape the wrath of the commissioner. At the opening of the inquiry however, it became clear financial...
Influential US adviser has praise, criticism for Australia
28 February 2018 by Tahn Sharpe, Professional Planner
In Australia, advice is handicapped by a top-heavy, bank-dominated landscape, while the Americans enjoy a much broader, more balanced market, with a stronger independent sector. The problem with US advice, is that the regulatory guidelines...
Valuable SMSF market just keeps on growing
20 December 2017 by Rodney Lester
The use of Australia’s unique self-managed super fund structure continues to grow in both raw numbers and as a proportion of total superannuation. Despite this, in its current adviser survey, Adviser Ratings found that about 65 per cent of...
Adviser Ratings appoints wealth CEO
15 November 2017 by Money Management
Adviser Ratings has announced the appointment of former Standard & Poor’s executive, Mark Hoven as chief executive, wealth.