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What Advisers Want From Platforms What Advisers Want From Platforms What Advisers Want From Platforms

by Adviser Ratings

The battle for platform FUA is heating up as incumbents regain their footing and Super funds grapple with post-retirement outflows. With platform switching decisions poised to peak in the coming years, advisers find themselves in a prime position to…

Weekly Adviser Movements for Australia up to November 23, 2023 Weekly Adviser Movements for Australia up to November 23, 2023 Weekly Adviser Movements for Australia up to November 23, 2023

by Adviser Ratings

Take a look at this week’s key movements in this 1-minute video, presented to you by Luke Withers.

Ask An Adviser - What Is Dollar Cost Averaging? Ask An Adviser - What Is Dollar Cost Averaging? Ask An Adviser - What Is Dollar Cost Averaging?

by Matthew Timms

Matthew Timms of Funded Futures Financial Planning in Brendale, QLD responds to this week's question on Dollar Cost Averaging.

Paraplanners Hold Firm: 79% Express No Interest in Becoming Financial Advisers Paraplanners Hold Firm: 79% Express No Interest in Becoming Financial Advisers Paraplanners Hold Firm: 79% Express No Interest in Becoming Financial Advisers

by Adviser Ratings

Amidst the sales pressures and the surge of artificial intelligence, there are a handful of complexities that appear to be driving a whopping 79% of paraplanners away from embracing advisory roles. With regulatory changes afoot, will the industry…

Weekly Adviser Movements for Australia up to November 30, 2023 Weekly Adviser Movements for Australia up to November 30, 2023 Weekly Adviser Movements for Australia up to November 30, 2023

by Adviser Ratings

Join Luke Withers in this week’s video for all the latest adviser and licensee movements.

Advisers Answer A Question On Secure And High Return Investments Advisers Answer A Question On Secure And High Return Investments Advisers Answer A Question On Secure And High Return Investments

by Adviser Ratings

This week, advisers David Marginson and Andrew White answer a question on secure and high return investments options.

Ask An Adviser - What Are Secure And High Return Investments? Ask An Adviser - What Are Secure And High Return Investments? Ask An Adviser - What Are Secure And High Return Investments?

by David Marginson

David Marginson of Professional Wealth Services in North Sydney answers this week's question on secure and high return investment options.

Ask An Adviser - What Are Secure And High Return Investments? (1) Ask An Adviser - What Are Secure And High Return Investments? (1) Ask An Adviser - What Are Secure And High Return Investments? (1)

by Andrew White

Andrew White of Tribeca Financial in Hawthorn, VIC answers this week's question on secure and high return investment options.

ESG Investing Subsides Amid Cost Crisis ESG Investing Subsides Amid Cost Crisis ESG Investing Subsides Amid Cost Crisis

by Adviser Ratings

In the face of a cost-of-living crunch, Australians pivot towards securing immediate financial stability and safeguarding long-term wealth. This shift sidelines ESG priorities, highlighting a pragmatic focus on security over sustainability.

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