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Weekly Adviser Movements for Australia up to February 3rd, 2022 Weekly Adviser Movements for Australia up to February 3rd, 2022 Weekly Adviser Movements for Australia up to February 3rd, 2022

by Angus Woods

Some big numbers this week, with the loss of a further 323 advisers from the industry. Join Angus Woods as he shows us through ARdata’s latest adviser movements and weekly industry insights.

AMP, IOOF and the Banks: Who Is Still Holding On? AMP, IOOF and the Banks: Who Is Still Holding On? AMP, IOOF and the Banks: Who Is Still Holding On?

by Adviser Ratings

In the past 12 months, the licensee shake-up has continued to gather pace, with some big names losing a disproportionate share of advisers. Here’s how the once-dominant licensees are faring at the start of 2022.

And The Winners Are... And The Winners Are... And The Winners Are...

by Adviser Ratings

The Adviser Ratings team are delighted to announce the winners of this year's $40,000 prize pool. Thank you to all the advisers and practice heads across Australia who participated in our annual nation-wide Financial Advice Landscape benchmarking…

Crypto - A Future Asset Class On Your APL Crypto - A Future Asset Class On Your APL Crypto - A Future Asset Class On Your APL

by Adviser Ratings

With 75% of licensees open to including crypto on their APL and more Australian's now interested in finding out about crypto than shares, property investment and superannuation, pleading ignorance on the asset class or feeling misinformed is no…

Advisers Divided On Changing Clients' Asset Allocation Amid Market Slide Advisers Divided On Changing Clients' Asset Allocation Amid Market Slide Advisers Divided On Changing Clients' Asset Allocation Amid Market Slide

by Adviser Ratings

It’s been a volatile start to 2022, with warnings of a US rate hike putting investors on notice. Back home, advisers are split over whether they should change their clients’ portfolio mix, with a slight majority saying no.

Weekly Adviser Movements for Australia up to February 10th, 2022 Weekly Adviser Movements for Australia up to February 10th, 2022 Weekly Adviser Movements for Australia up to February 10th, 2022

by Angus Woods

A relatively benign week as we wait for some licensees to report their December year end numbers. On the positive, we see a net gain of 13 advisers to the industry...Join Angus Woods as he shows us through ARdata’s latest adviser movements and…

Magellan - Lessons Learnt in Due Diligence Magellan - Lessons Learnt in Due Diligence Magellan - Lessons Learnt in Due Diligence

by Fund Monitors.com

Magellan's, and Hamish Douglass's personal issues have been more than well documented in the media over the past couple of months, so there doesn't seem to be much gained by repeating them. The facts are all well known, thanks mainly to the size…

Ask An Adviser - Do I Have To Return Gifted Money? Ask An Adviser - Do I Have To Return Gifted Money? Ask An Adviser - Do I Have To Return Gifted Money?

by Paul Wratten

Paul Wratten, financial adviser at Statewide Advice in Chadstone, VIC, answers a question about the expectation to return validly gifted money.

Weekly Adviser Movements For Australia up to 17 February, 2022 Weekly Adviser Movements For Australia up to 17 February, 2022 Weekly Adviser Movements For Australia up to 17 February, 2022

by Angus Woods

As Australian adviser numbers fall to 17 313, Join Angus Woods as he shows us through ARdata’s latest adviser movements and weekly industry insights.