by Adviser Ratings
Recent analysis of adviser’s movements for Quarter 2, illustrates not only a strengthening of the trend towards the preference for privately owned licensees, but also a preference for larger licensees, amongst advisers. This week we can take a look…
by Adviser Ratings
An interesting statistic came out of our recent adviser licensee movement analysis for Quarter 2, regarding the changing nature of licensees themselves. June figures show that or the first time in nearly 5 years, the number of discontinued licensees…
by Adviser Ratings
Changes to the structure of the life insurance market continue apace, echoing the disruption occurring elsewhere in the financial services industry. Regulatory changes and legacy issues with older insurance products are likely to cause problems for…
by Adviser Ratings
Are the numbers from our “Q2 Musical Chairs Report” trends, or the result of "one offs" like Westpac’s move out of licensee land and the associated move of many of these advisers to Viridian. We can reveal here that Westpac contributed only around…
by Adviser Ratings
Up until the Royal Commission, the focus for financial planning software was on reducing time and increasing output. Now, the focus is on trying to increase compliance. With over 50% of advice being non-compliant, there is a huge amount of pressure…
by David Dall
Our Adviser Profile this week is David Dall, a Platinum Adviser with 134 client reviews and an average customer rating of 4.59 out of 5 stars. David advises from Shaw and Partners in Adelaide, SA.
by Johnson Leung
Where do l find a great financial adviser that can make at least 8% per year?
Don from Geelong
by Adviser Ratings
The unprecedented fragmentation of the advice industry and the high establishment rates of self-licensed boutique advice firms has fuelled growth for smaller players in the investment consultant arena. For smaller licensees, there is far more…
by Tim Henry
Platinum Adviser Tim Henry says: "In our role as Financial Advisers, we exist to help our clients set and achieve their goals. We all have goals in our life that we want to achieve. And we all face significant challenges that stand in the way of…