by Adviser Ratings
With the Royal Commission laying bare the shortcomings of the industry, there has been limited effective responses from the industry to deal with these problems. Adviser Ratings on the other hand has been working on these solutions for many years.…
by Adviser Ratings
There has been some consternation in the advice community around the newly authorised advisers listed on ASIC's Financial Adviser Register (FAR) this year, given that new advisers must meet the new regulatory standards required from January 1 and…
by Adviser Ratings
Our latest research shows the potentially massive impact that new regulation has had on advisers joining and leaving our industry. All of the gains in adviser numbers last year have been wiped out in the first 6 months of 2019 as record numbers of…
by David Beaton
When planning for your future and achieving your goals and objectives, a robust risk management plan is the safety net providing the best chance of your plans coming to fruition if unplanned events occur. When the term ‘risk management’ is raised,…
by Adviser Ratings
Our latest analysis of adviser movements has thrown up an interesting difference in the choice of licensees among advisers who are “switching” licensees, versus those “returning” to the industry. One of these groups is strongly biased towards moving…
by Adviser Ratings
For financial advisers in a post Royal Commission world, it’s easy to be overwhelmed by much of the instability and negative coverage the industry faces on a regular basis. We thought we could share a positive story, that has stability as one of its…
by Hamish Ferguson
There are vast numbers of people who live off interest income of various kinds who may be concerned as the RBA looks to pump-prime the economy with interest rate cuts. It doesn’t have to be a disaster though. Hamish Ferguson, a Financial Adviser…
by John Cachia
Far from being the realm of the rich, building an investment portfolio is something that most people can do. It can start as a simple savings plan – a few dollars in the bank – before expanding into a diversified portfolio containing a range of…
by Adviser Ratings
The fragmentation of the wealth sector continues to cause disruption in the industry. One key vendor category undergoing competitive pressure is that of investment platforms. More recent additions to the market have proved popular due to their…