Licensees to be Publicly Rated Under New Proposal

31 July 2018 by RiskInfo

Advisers and consumers may be able to assess the quality and risk factors associated with a licensee under a new ratings system that is being put forward by research group, Adviser Ratings.

Adviser Ratings unveils new rating system

31 July 2018 by Malavika Santhebennur, selfmanagedsuper

Adviser Ratings has proposed a new rating system for its network of 1800 financial advice licensees following consultation with government, regulators and industry.

300 AMP financial advisers are on notice amid a corporate watchdog probe

22 July 2018 by Alfredo Boyd, AFR (Augusta Review)

The Australian Financial Review understands from multiple sources within AMP that the company’s partnership managers have been telling some self-employed planners that they have as little as three months to find a new operating licence.

How to choose the right financial adviser

16 July 2018 by Rodney Lester, ASX

Choosing to use a professional financial adviser can be one of the most rewarding decisions you can make, not just in terms of financial gain but also for the peace of mind and the boost to your emotional wellbeing.

Fintech Startups in Australia: 50 You Can’t MissFintech Startups in Australia: 50 You Can’t MissFintech Startups in Australia: 50 You Can’t Miss

16 July 2018 by Stephanie O'Brien, the Martec

There is a lot happening when it comes to fintech startups in Australia. In the past few years the industry has come into its own, even getting its own industry awards, the Finnies, to acknowledge excellence in the space.

Wide Bay finances below average

12 July 2018 by Katie Hall

A new report from Australian financial adviser site Adviser Ratings has found key differences between the Wide Bay region and Australia's national averages for financial planners, client income and population growth.

Advisers “highly dissatisfied” with tech incumbentsAdvisers “highly dissatisfied” with tech incumbentsAdvisers “highly dissatisfied” with tech incumbents

10 July 2018 by Nicholas Grove, Money Management

Financial advisers are demanding more from administration platforms, planning software and investment research vendors to help them deal with a “tsunami of disruption” to the industry caused by regulatory change and growing customer expect...

Advisers unsatisfied with major administration platformsAdvisers unsatisfied with major administration platformsAdvisers unsatisfied with major administration platforms

10 July 2018 by Independent Financial Adviser

New research from Adviser Ratings has found financial advisers are more satisfied with smaller, more agile administration platforms than the larger incumbents.

BELEAGUERED FUND MANAGER AMP PUTS 300 ADVISERS ON NOTICEBELEAGUERED FUND MANAGER AMP PUTS 300 ADVISERS ON NOTICEBELEAGUERED FUND MANAGER AMP PUTS 300 ADVISERS ON NOTICE

10 July 2018 by The Bull

Fund manager AMP has told over 300 of its self-employed financial advisers that they may lose their licenses to give advice.

 
 
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