by Noni Crawford
If I have greater than $1.6m in Super but my spouse has very little Super, can I utilise the bring forward rule to transfer up to $300,000 from my Super to my spouses super? Alternatively if I have up to $300,000 in a separate bank account outside…
by Adviser ratings
There has been much speculation that the new qualification regime facing advisers may help contribute to a crash total adviser numbers. It has been suggested across much of the industry media that this, combined with changing remuneration models may…
by Adviser Ratings
FASEA’s recent release of an updated guidance document to its code of ethics has been met with a storm of criticism from advisers and industry stakeholders. Of particular concern is a change from the original explanatory statement for standard…
by Adviser Ratings
The regulatory and compliance burden facing growing licensees is perhaps, the X-factor that should not be frivolously dismissed by anyone concerned with the future of the advice industry. With the big guys exiting advice, there will be a renewed…
by Adviser Ratings
New figures for Quarter 3 show that more new licensees have been registered than have ceased operation, reversing the situation from Quarter 2 which saw, for the first-time licensee shutdowns outnumber new licensees for the first time in almost 5…
by Adviser Ratings
The exit of Westpac from advice has seen hundreds of advisers forced to seek new licensees to operate under. The closure of Financial Wisdom less than 12 months away and the fate of hundreds of AMP advisers still up in the air. These and other…
by Ravi Verma
There’s little doubt that the increasing costs of delivering financial advice, due in part to increasing regulation and qualification regimes, is a bigger roadblock than ever. If financial planners aren’t in a position to provide advice to people…
by Adviser Ratings
The restructuring of the advice industry is having a profound effect on many advisers, making them re-evaluate their role in the industry’s future. AMP’s freshly announced restructure and strategy looks to technology as as alternative to…
by Adviser Ratings
Adviser Ratings' CEO, Mark Hoven will be presenting at this year's ASX financial adviser workshops discussing financial sector trends in the coming weeks, starting this Friday in Sydney. He will reveal the latest feedback from over 1,000 individual…