by Adviser Ratings
Advisers hoping for an announcement of an extension to the FASEA exam deadline were left disappointed after the Assistant Minister for Superannuation, Financial Services and Financial Services Technology, Senator Jane Hume failed to do so during a…
by Adviser Ratings
We can take a look at what advisers are saying about some of the financial planning software they are using. Drawing some early insight from our Marketplace, it's far to say advisers are less happy than they were last time we checked in. The…
by Adviser Ratings
We're halfway through the campaign for Phase 1 of the Marketplace. Some interesting findings are coming through, not the least AMP Life's decimation of satisfaction levels across the board. Advisers can have their say and contribute to the…
by Adviser Ratings
The much-anticipated extension to the FASEA exam was finally announced late last Friday afternoon. Along with a one-year extension to complete the FASEA exam, it was also announced that advisers registered prior to Jan 1 this year will have an extra…
by Adviser Ratings
Gauging the feedback we’ve received, most advisers are at least aware that the Marketplace is coming out shortly. If you’re looking for a succinct description, it’s the first place ever for advisers to rate, review, and compare all products and…
by Mish Blecher
If I am under claim for income insurance with a well known Australian insurer (owned by an Australian bank), is there any reason why I may or may not be able to claim TPD through my completely arms length industry super fund as well? Specifically,…
by Adviser Ratings
AMP has started the process of notifying advisers of their intention to cancel their authorisations. The move was confirmed yesterday by an AMP spokesperson although they declined to comment further and did not specify how many notifications have…
by Adviser Ratings
Advice CRM software is one category within the advice industry that cops a lot of flak. Here we look at the overall Net Promoter Score (NPS) of CRM software products used by advisers three quarters of the way through phase one of our Marketplace…
by Adviser Ratings
Do you agree with the NPS of these insurers at the halfway mark of our Marketplace Survey? Results from the halfway mark in Marketplace Phase 1 show that Zurich is one of only 3 insurers with a positive Net Promoter Score (NPS). How would you rate…