by Adviser Ratings
The Top 20 licensees comprising advisers with a history of licensee switching and low educational levels, and the Top 20 fastest growing licensees, could be singled out as high-risk groups requiring further scrutiny. The 500 “micro” licensees…
by Darren Johns
At our current stage in life, we would like to know if we should see an advisor? Ideally we would like to have someone appropriate give our finances the once over i.e. our mortgage, insurances, superannuation, etc. to assess if we could be doing…
by Kane Jiang
Albert Einstein called compound interest the 8Th wonder of the world. The longer you engage it, the better off you will be. This is why Platinum Adviser Kane Jiang wants you to change your habits and start saving 10% of your income. Forget the…
by Adviser Ratings Research
The latest research from Adviser Ratings 2018 landscape report has identified areas where there could be significant growth for the advice community – both in terms of the actual locations around the country that are under serviced by advisers as…
by Angus from Melbourne
How many SOAs does a typical adviser write per month? How long do they typically take to write? Who reviews the SOAs to make sure they are appropriate/compliant? How long does the review process take before the adviser is happy to send it to the…
by
Across Australia, around 14% of the population receives financial Advice. However, there are some regions where hardly anyone gets financial advice, and others where a sizable chunk, much more than the Australian average engages in advice. Here we…
by Adviser Ratings Research
Financial advisers are demanding more from administration platforms, planning software and investment research vendors. This sentiment, reflected through adviser satisfaction, saw major incumbent providers rated poorly. With Adviser Ratings…
by BT Panorama
BT would like to invite you to our free roadshow event, BTNext 2018, running in major capital cities from 20 to 24 August. Our industry is changing, requiring us to embrace new challenges whilst running professional and sustainable, customer focused…
by Kane Jiang
We're not talking about the Pyramids or the Great Barrier Reef. We're in finance land here, and in finance land, the 8th wonder of the world is Compound Interest.