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Should I Stay Or Should I Go Now? Should I Stay Or Should I Go Now? Should I Stay Or Should I Go Now?

by Jason Shepherd

It seems many advisers are waking up with that song in their head. After over 50 conversations with advisers who have previously noted their interest in practice sales/purchases, Jason Shepherd shares some takeaways - we also include the current…

Weekly Adviser Movements To September 3rd Weekly Adviser Movements To September 3rd Weekly Adviser Movements To September 3rd

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 September 3rd. Check out the latest charts, insights and where advisers are leaving and heading, and talks about the MLC…

Advisers Answer A Question About Getting Regular Contact From Your Adviser Advisers Answer A Question About Getting Regular Contact From Your Adviser Advisers Answer A Question About Getting Regular Contact From Your Adviser

by Adviser Ratings

This week we get three advisers to respond to the following question from Ruth in Dulwich Hill..."Since 2016 I have a financial advisor collecting a monthly fee from my 900K of super. Should he be contacting me to discuss my super (and also that I…

Ask an Adviser - My Adviser Collects Hundreds In Monthly Fees, Should He Contact Me More Often? Ask an Adviser - My Adviser Collects Hundreds In Monthly Fees, Should He Contact Me More Often? Ask an Adviser - My Adviser Collects Hundreds In Monthly Fees, Should He Contact Me…

by Sarit Shah

Since 2016 I have a financial advisor collecting a monthly fee from my 900K of super. Should he be contacting me to discuss my super (and also that I am now 61) given he is getting hundreds of dollars each month for doing nothing. I am not drawing…

Ask an Adviser - My Adviser Collects Hundreds In Monthly Fees, Should He Contact Me More Often? (2) Ask an Adviser - My Adviser Collects Hundreds In Monthly Fees, Should He Contact Me More Often? (2) Ask an Adviser - My Adviser Collects Hundreds In Monthly Fees, Should He Contact Me…

by Christine Lusher

Since 2016 I have a financial advisor collecting a monthly fee from my 900K of super. Should he be contacting me to discuss my super (and also that I am now 61) given he is getting hundreds of dollars each month for doing nothing. I am not drawing…

Ask an Adviser - My Adviser Collects Hundreds In Monthly Fees, Should He Contact Me More Often? (3) Ask an Adviser - My Adviser Collects Hundreds In Monthly Fees, Should He Contact Me More Often? (3) Ask an Adviser - My Adviser Collects Hundreds In Monthly Fees, Should He Contact Me…

by Anthony Roe

Since 2016 I have a financial advisor collecting a monthly fee from my 900K of super. Should he be contacting me to discuss my super (and also that I am now 61) given he is getting hundreds of dollars each month for doing nothing. I am not drawing…

Weekly Adviser Movements To September 10th Weekly Adviser Movements To September 10th Weekly Adviser Movements To September 10th

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 September 10th. Check out the latest charts, insights and where advisers are leaving and heading, in this 4-minute video.

MLC migration to IOOF – Issues For Advisers MLC migration to IOOF – Issues For Advisers MLC migration to IOOF – Issues For Advisers

by Adviser Ratings

Subject to how many MLC advisers ultimately commit, IOOF will house the largest adviser network in the country with almost 1,900 advisers, overtaking the once dominant AMP. While much of the media attention has been on the advice metrics, IOOF will…

Ask an Adviser - Do I Qualify For A Concession Card? Ask an Adviser - Do I Qualify For A Concession Card? Ask an Adviser - Do I Qualify For A Concession Card?

by Craig Phillips

My Husband is 66. I am 65. He stopped work and I still work. If he gets a small Pension and a Concession Card, do I also get a card? How do you qualify for a card?

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