For Consumers

For Advisers

Connect with us

 
MENU
FIND AN ADVISER
Search by:NameLocation
 
 

News | Search

Weekly Adviser Movements To August 27th Weekly Adviser Movements To August 27th Weekly Adviser Movements To August 27th

by Angus Woods

Join Adviser Ratings' MD Angus Woods as he takes us through the latest adviser movements (ceased, switched in and new) up to August 27th. Check out the latest charts, insights and where advisers are leaving and heading in this 3-minute video.

Not All Are Happy With IOOF Plans To Acquire MLC Not All Are Happy With IOOF Plans To Acquire MLC Not All Are Happy With IOOF Plans To Acquire MLC

by Adviser Ratings

Monday’s announcement by IOOF that it will buy 100 per cent of MLC for $1.44 billion will make it the largest player in Australia’s wealth industry on current numbers. The deal continues the exit of the big four banks from the wealth industry.…

Industry Feature – Growing The Talent Pool From Universities Industry Feature – Growing The Talent Pool From Universities Industry Feature – Growing The Talent Pool From Universities

by Adviser Ratings

To survive long-term and to service the growing demand from consumers, the advice industry needs to stop this ongoing talent drain and build increased capacity. With the current ratio of leavers to joiners typically 100:1, the disparity is stark and…

Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest?

by Matt Meehan

I recently received an inheritance of several hundred thousand dollars. We have got a small mortgage ($150K) and outstanding debt of 90K (car, credit cards etc). Both my husband and I are mid 40’s and work and bring in about $110k per year together.…

Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (2) Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (2) Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (2)

by Anthony Roe

I recently received an inheritance of several hundred thousand dollars. We have got a small mortgage ($150K) and outstanding debt of 90K (car, credit cards etc). Both my husband and I are mid 40’s and work and bring in about $110k per year together.…

Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (3) Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (3) Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (3)

by Christine Lusher

I recently received an inheritance of several hundred thousand dollars. We have got a small mortgage ($150K) and outstanding debt of 90K (car, credit cards etc). Both my husband and I are mid 40’s and work and bring in about $110k per year together.…

Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (4) Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (4) Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (4)

by Sarit Shah

I recently received an inheritance of several hundred thousand dollars. We have got a small mortgage ($150K) and outstanding debt of 90K (car, credit cards etc). Both my husband and I are mid 40’s and work and bring in about $110k per year together.…

Advisers Answer A Question About The Best Way To Use An Inheritance Windfall Advisers Answer A Question About The Best Way To Use An Inheritance Windfall Advisers Answer A Question About The Best Way To Use An Inheritance Windfall

by Adviser Ratings

This week we get four advisers to respond to the following question from Tracey in Gosford..."I recently received an inheritance of several hundred thousand dollars. We have got a small mortgage ($150K) and outstanding debt of 90K (car, credit cards…

Industry Feature – Orphaning Clients Industry Feature – Orphaning Clients Industry Feature – Orphaning Clients

by Adviser Ratings

Behind the ongoing saga of adviser departures is the plight of their clients. The fee-for-no service (FFNS) debacle uncovered through the Royal Commission and subsequent regulation around removal of grandfathering, introduction of annual opt-ins and…

Adviser Ratings

For consumers

For advisers

 
  Join as an Adviser
 

While we may facilitate the review and introduction of Advisers, Customers of Adviser Ratings will be responsible for entering into their own agreement with Advisers introduced through our website. Adviser Ratings does not provide personal financial advice nor do we recommend or suggest a particular adviser is right for you. We provide information of a general nature and we do not take into consideration your personal objectives, financial situation or needs. Always consider whether the advice and information you are provided suits your needs. Adviser Ratings does not endorse, accept or adopt the Advisers on our site, the content of any profiles or the comments or discussion in any community forums. For further information about How We Rate Our Advisers, click here. Per quote in our video, refer KPMG research undertaken for Financial Services Council

Adviser Ratings Pty Ltd (ABN 18 154 273 640 ) (AR 466730 ) is a Corporate Authorised Representative of IPraxis Pty Ltd (ABN 39 114 365 007) the holder of Australian Financial Services Licence No. 329337. We are a Sydney based company located at - Level 22, Tower 3, 300 Barangaroo Avenue, Sydney, NSW, 2000, Australia

© 2021 Adviser Ratings Pty LtdTerms of Use | Privacy | Contact