by Financial Planning Association of Australia (FPA)
While there are many reports discussing the fintech market in Australia (including so-called rob-advice), this report specifically maps fintech solutions to the financial planning process to demonstrate where technology can assist specific parts of…
by Adviser Ratings
Last Friday the Financial Adviser Standards and Ethics Authority (FASEA), released a revised standards framework regarding the new education and ethical standards that will apply to existing financial advisers. It provides a summary of the key…
by Adviser Ratings
The 7th round of hearings at the Royal Commission started this week, with the chiefs of the major banks and ASIC facing interrogation. So far we’ve seen the current CBA top dogs throw their predecessors under a bus, hoping, one assumes to wipe the…
by Bob Nixon
As much as I really feel keen on the concept of Retirement Village living, I am struggling with whether I can afford it. It is the fees that worry me, they seem to add up to more than what I put away each month to pay my bills. And, is this a wise…
by Ryan Walker
Our Adviser Profile this week is Ryan Walker, a Platinum adviser with 17 client reviews and an average customer rating of 4.98 out of 5 Stars. Ryan is a CFP and Mortgage Broker from Shire Financial Planning in Sutherland in Sydney and loves…
by Alec Berry
With housing affordability becoming increasingly challenging, many first home buyers are trying to best manage their path to the goal of owning property. To assist with these efforts, an initiative was introduced for Australians looking at getting…
by Adviser Ratings
It must be said that this Royal Commission is eliciting profound introspection and a certain amount of 'blue sky' thinking by those appearing. It continued yesterday with more revelations including the acting AMP Chair conceding some AMP advisers…
by Alex McKenzie, Future Financial Services
Video: Alex McKenzie of Future Financial Services discusses the very popular Pre-Retirement strategy of "Transition to Retirement"
by Adviser Ratings
Our primary objective is to promote the benefits of this ecosystem and help consumers navigate through this increasingly crowded marketplace.