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The Two Key Reasons Advisers Choose The Licensee They Do The Two Key Reasons Advisers Choose The Licensee They Do The Two Key Reasons Advisers Choose The Licensee They Do

by Adviser Ratings

In our recent analysis of movements in the industry, we witnessed the continued migration of advisers towards privately held licensees and identified a preference towards larger licensees. Rather than relying on just the numbers and hard data, our…

CBA Announces Shut Down of Financial Wisdom CBA Announces Shut Down of Financial Wisdom CBA Announces Shut Down of Financial Wisdom

by Adviser Ratings

The Commonwealth Bank has declared that in less than 10 months, it will cease providing licensee services through its aligned advice business Financial Wisdom. The move will affect over 300 advisers across Australia. The bank said these advisers…

How Far Will Research Houses Expand Their Role? How Far Will Research Houses Expand Their Role? How Far Will Research Houses Expand Their Role?

by Adviser Ratings

Research houses in Australia have traditionally enjoyed the benefits of genuine barriers to entry regarding competition in their market. The dominant research houses in Australia have recently diversified into investment consulting and portfolio…

Adviser Marketplace - Respond Now And Help Shape The Industry Adviser Marketplace - Respond Now And Help Shape The Industry

by Adviser Ratings

Five minutes of your time will help shape the financial advice industry. You are part of an industry going through an exciting period of change, and change brings with it new opportunities. You can get going straight away by entering your input…

Adviser Ratings Profiles Johnson Leung Adviser Ratings Profiles Johnson Leung Adviser Ratings Profiles Johnson Leung

by Johnson Leung

Our Adviser Profile this week is Johnson Leung, a Silver Adviser with 4 client reviews and an average customer rating of 4.89 out of 5 stars. Johnson advises from Richway Business Advice in Eight Mile Plains, Qld.

Adviser Ratings Ranks in Top 10 In Innovation Awards Adviser Ratings Ranks in Top 10 In Innovation Awards Adviser Ratings Ranks in Top 10 In Innovation Awards

by Adviser Ratings

Adviser Ratings is proud to announce we have ranked in the top 10 of the Australian Financial Review's Most Innovative Companies in the Banking, Superannuation and Financial Services sector for 2019. The list is based on a rigorous assessment…

AMP Announcement Shakes Advisers AMP Announcement Shakes Advisers AMP Announcement Shakes Advisers

by Adviser Ratings

Thursday’s announcement of AMP’s half yearly results was widely anticipated by the finance sector, who expected an outline of AMP’s “new strategy”. After a dismal 18 months which included getting spanked at the royal commission and seeing its share…

Licensee Sizes Predicted to Grow Licensee Sizes Predicted to Grow Licensee Sizes Predicted to Grow

by Adviser Ratings

With so many advisers leaving the big players, the probability of growth in mid-tier licensees is more likely. According to some industry insiders, this outcome will also manifest simply because of the business imperatives involved.

Switching Licensees – The View From Suppliers Switching Licensees – The View From Suppliers Switching Licensees – The View From Suppliers

by Adviser Ratings

In our recent analysis of movements in the industry, we witnessed the continued migration of advisers towards privately held licensees and identified a preference towards larger licensees. Here we share some thoughts of representatives of major…