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Should we be surprised planners seem so keen to push their owner's products according to a survey? Should we be surprised planners seem so keen to push their owner's products according to a survey? Should we be surprised planners seem so keen to push their owner's products according…

by Christopher Zinn

Recent research has showed financial advisers are more, and not less, likely post-FOFA (Future of Financial Advice laws) to recommend in-house products and even retail as opposed to industry superannuation.

The most unlikely candidates to ever offer financial advice seem to have been given the job The most unlikely candidates to ever offer financial advice seem to have been given the job The most unlikely candidates to ever offer financial advice seem to have been given the…

by Christopher Zinn

If you were asked to name one group in financial services which receives even more bad press than financial planners who might they be? Without much reflection payday lenders must be near the top of the list. So how would you rate a plan to licence…

How being more vulnerable might help planners do better How being more vulnerable might help planners do better How being more vulnerable might help planners do better

by Christopher Zinn

The current debate about training and standards for improving a financial planner’s professionalism seems dominated by what could be termed as technical skills. Sure it’s vital to comply, know your stuff and be abreast of everything from legislation…

David Koch joins Adviser Ratings David Koch joins Adviser Ratings David Koch joins Adviser Ratings

by Media Release

Today, we welcome David Koch into the fold at Adviser Ratings. David is a pioneer in the financial planning space, having created Money Management and Personal Investment magazines in the late 1980’s and is now a shareholder in Adviser Ratings.

New TV Show Brings Real Life and Laughs to Financial Advice New TV Show Brings Real Life and Laughs to Financial Advice New TV Show Brings Real Life and Laughs to Financial Advice

by Christopher Zinn

For a sometimes shy and often-misunderstood calling financial planners have seen themselves on TV recently perhaps more than they might have liked. Yet despite all the news and Four Corners’ exposes there’s been precious little conveyed to the…

Planners please tell us consumers what we're really like to deal with - it might help Planners please tell us consumers what we're really like to deal with - it might help Planners please tell us consumers what we're really like to deal with - it might help

by Christopher Zinn

Financial planners should be more open and honest about what really bugs them, not about the assistant treasurer, but about their own customers. They’ve copped a one-way abuse from politicians and the public for years but we’ve barely heard a peep…

A life insurance by any other name is still the cover we need more of. A life insurance by any other name is still the cover we need more of. A life insurance by any other name is still the cover we need more of.

by Christopher Zinn

One problem with life insurance is its very name which confuses some consumers, but perhaps like the misleading term credit card it’s a happy accident we have to live with.

Two takes on what technology holds for advice - Robots beware! Two takes on what technology holds for advice - Robots beware! Two takes on what technology holds for advice - Robots beware!

by Christopher Zinn

Technology seems to be changing most aspects of our lives and financial advice will not be immune. The predicted outcomes depend on which of the big consultancies you fancy as best able to see into the future.

If financial scandal is the new normal look who`s doing something about it If financial scandal is the new normal look who`s doing something about it If financial scandal is the new normal look who`s doing something about it

by Christopher Zinn

Another weekend, another disclosure and another call for a royal commission into the finance sector. And to abuse a hackneyed phrase, is this ongoing demolition of trust by headline (justified or not) the new normal?