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How Many Advisers Are Considered Fully Qualified Today? How Many Advisers Are Considered Fully Qualified Today? How Many Advisers Are Considered Fully Qualified Today?

by Adviser Ratings

While most advisers are on their way to earning their qualifications for professional standards, few have ticked off all the requirements early. On average, less experienced advisers are closer to becoming qualified under current arrangements.…

Weekly Adviser Movements for Australia up to August 11, 2022 Weekly Adviser Movements for Australia up to August 11, 2022 Weekly Adviser Movements for Australia up to August 11, 2022

by Adviser Ratings

Adviser Ratings' Distribution Solutions Manager, Stan Segers, brings you the latest adviser movements and licensee updates.

How Many Clients Are Priced Out? New Research Has Answers How Many Clients Are Priced Out? New Research Has Answers How Many Clients Are Priced Out? New Research Has Answers

by Adviser Ratings

The cost of providing advice has risen by more than 40 per cent in the past five years, resulting in both advised and unadvised Australians being priced out of the market. With more fee rises on the cards, a study has looked at how many clients will…

Weekly Adviser Movements for Australia up to August 18, 2022 Weekly Adviser Movements for Australia up to August 18, 2022 Weekly Adviser Movements for Australia up to August 18, 2022

by Adviser Ratings

This week we see higher numbers across all key areas. Stan Segers presents you with the most up-to-date happenings within the industry.

What Advisers Really Think of Their Licensees What Advisers Really Think of Their Licensees What Advisers Really Think of Their Licensees

by Adviser Ratings

With costs rising across the advice spectrum, it’s natural for advisers to expect value for the professional fees they pay – especially with a number of licensees reporting increases in revenue in the past year. We asked advisers whether they…

Ask An Adviser - Can I Receive The Aged Pension While Owning Three Properties That Will Not Sell? Ask An Adviser - Can I Receive The Aged Pension While Owning Three Properties That Will Not Sell? Ask An Adviser - Can I Receive The Aged Pension While Owning Three Properties That Will…

by Ryan Scherini

In this week's 'Ask an Adviser' series, Ryan Scherini from Viridian Advisory in Perth, WA answers a question around the aged pension and if eligibility is affected while owning multiple properties that will not sell.

Weekly Adviser Movements for Australia up to August 25, 2022 Weekly Adviser Movements for Australia up to August 25, 2022 Weekly Adviser Movements for Australia up to August 25, 2022

by Adviser Ratings

Stay connected with our Weekly Adviser Movements series. Stan Segers keeps you up to date with the latest data on advisers joining, switching, and exiting.

Are SoAs On Their Way Out? Are SoAs On Their Way Out? Are SoAs On Their Way Out?

by Adviser Ratings

Advisers could soon be unshackled from Statement of Advice requirements. Treasury’s financial advice review has led to the release of a proposal paper, recommending that the SoA be retired completely. The proposal is likely to win favour with…

Ask An Adviser - Should I Keep My Mortgage If My Offset Account Has Enough Funds To Close The Loan? Ask An Adviser - Should I Keep My Mortgage If My Offset Account Has Enough Funds To Close The Loan? Ask An Adviser - Should I Keep My Mortgage If My Offset Account Has Enough Funds To…

by Andrew White

This week's edition of our 'Ask an Adviser' series looks at the positives and negatives of keeping a mortgage when the offset account has enough funds to pay off the loan. Andrew White from Tribeca Financial gives his perspective on this question…