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Have you started segmenting your clients? Have you started segmenting your clients? Have you started segmenting your clients?

by Frieda Zhang

What do clients really want? It's a favourite topic for service providers. Just like any consumer focused industry, the financial advice industry can benefit from better understanding clients needs and wants. Segmentation is one way to achieve this.

2016 - The Year Ahead 2016 - The Year Ahead 2016 - The Year Ahead

by Angus Woods

Is your circuitry slowly becoming disconnected? In 2016, it’s time to reconnect with this space oddity that is financial planning….. As they say the early bird catches the worm, so we’d like to give you a little reminder of some of the key things…

Adviser Ratings - 1,000 plus financial planning firms registered Adviser Ratings - 1,000 plus financial planning firms registered Adviser Ratings - 1,000 plus financial planning firms registered

by Angus Woods

From Ettalong to Dandenong to Woodenbong to Ballarat to Canberra to Milperra to Unanderra to Captain’s Flat……Adviser Ratings has reached more than 1,000 financial advisory companies across Australia where ALL the company’s advisers have undertaken…

Adviser Ratings celebrates it's 1st birthday! Adviser Ratings celebrates it's 1st birthday! Adviser Ratings celebrates it's 1st birthday!

by Rodney Lester

After a year which saw many developments and much progress including some big changes to our platform, launching the Really Simple Guide to Money with the AFA and combine the ASIC Financial Adviser database with our own, we decided to let our hair…

Ask an Adviser - What if there is another GFC? Ask an Adviser - What if there is another GFC? Ask an Adviser - What if there is another GFC?

by Robert from Manly Vale, NSW

Are we heading into another financial meltdown - I'm worried - I have more than half my hard earned $2M portfolio in stocks and managed funds and I'm heading into retirement. I'm still 30% down from 2008. My banking friend thinks there will be…

The Innovation Agenda – How Does It Help Financial Planners? The Innovation Agenda – How Does It Help Financial Planners? The Innovation Agenda – How Does It Help Financial Planners?

by Angus Woods

We heard a lot this week about terms such as innovation, ideas boom, start-up accelerators, investor incentives, STEM as part of the Government’s $1.1B innovation agenda. But what does it mean for financial advice and advisers?

Negative Reviews - A Case Study Part 3 Negative Reviews - A Case Study Part 3 Negative Reviews - A Case Study Part 3

by Rodney Lester

This week in our final installment - part 3 of our "bad review" case study, we see the response to the negative review that the adviser posted on our site, and a surprising post-script.

Negative Reviews - A Case Study Part 2 Negative Reviews - A Case Study Part 2 Negative Reviews - A Case Study Part 2

by Rodney Lester

In this our second part of our "bad review" case study, we see the advisers initial response to receiving a negative review.

Adviser Ratings Profiles Nerida Hicks Adviser Ratings Profiles Nerida Hicks Adviser Ratings Profiles Nerida Hicks

by Nerida Hicks

This week we are proud to profile Nerida Hicks of Bridges Personal Investment Services in Nowra. Nerida has shot to the top of our ratings on review leaderboard with over 140 reviews on her profile, an Adviser Rating of 100% and a fantastic average…