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Ask An Adviser - Should I Borrow Funds To Establish A Good Line Of Credit? (1) Ask An Adviser - Should I Borrow Funds To Establish A Good Line Of Credit? (1) Ask An Adviser - Should I Borrow Funds To Establish A Good Line Of Credit? (1)

by Adviser Ratings

Ron Pratap of RP Wealth Management in Oran Park, NSW responds to this week's question on borrowing funds to establish a good line of credit.

Weekly Adviser Movements for Australia up to September 7, 2023 Weekly Adviser Movements for Australia up to September 7, 2023 Weekly Adviser Movements for Australia up to September 7, 2023

by Adviser Ratings

Join Adviser Ratings' Luke Withers for the latest adviser movements in this week’s video.

Only 493 Advisers Have Written 50% Of Australia’s Life Policies In 2023 Only 493 Advisers Have Written 50% Of Australia’s Life Policies In 2023 Only 493 Advisers Have Written 50% Of Australia’s Life Policies In 2023

by Adviser Ratings

As Integrity Life crumbles, a telling imbalance emerges: just 493 advisers hold half the deck of this year’s life policies. With underinsurance costing Aussie families a potential $25 billion, the industry races against time, seeking innovation from…

Weekly Adviser Movements for Australia up to September 14, 2023 Weekly Adviser Movements for Australia up to September 14, 2023 Weekly Adviser Movements for Australia up to September 14, 2023

by Adviser Ratings

Dive into the latest industry insights with Luke Withers in our weekly adviser movements video.

Super Funds: Keys to the Castle or a Looming Responsibility? Super Funds: Keys to the Castle or a Looming Responsibility? Super Funds: Keys to the Castle or a Looming Responsibility?

by Adviser Ratings

Australia's super funds hold the keys to our retirement security, but many are complacent. Disturbing trends suggest that funds are not doing enough to support their members in retirement. With the superannuation system now at a crossroads, whatever…

Weekly Adviser Movements for Australia up to September 21, 2023 Weekly Adviser Movements for Australia up to September 21, 2023 Weekly Adviser Movements for Australia up to September 21, 2023

by Adviser Ratings

Watch this week’s adviser updates in this 1-minute video, presented to you by Luke Withers.

Ask An Adviser - Can My Spouse's Employer Gift An Incentive To Me? Ask An Adviser - Can My Spouse's Employer Gift An Incentive To Me? Ask An Adviser - Can My Spouse's Employer Gift An Incentive To Me?

by Mark Smith

Mark Smith of Bountiful Wealth in North Lakes, QLD responds to this week's question on gifting a bonus payment to a spouse.

Advisers Going It Alone – The Surge In Small Licensees Advisers Going It Alone – The Surge In Small Licensees Advisers Going It Alone – The Surge In Small Licensees

by Adviser Ratings

Amidst Australia’s evolving financial scene, small licensees are surging, marking a 17% increase since 2018 in the AFSL sector. This rise is reshaping advisory services, leading to diversified, specialised offerings and posing essential inquiries…

Weekly Adviser Movements for Australia up to September 28, 2023 Weekly Adviser Movements for Australia up to September 28, 2023 Weekly Adviser Movements for Australia up to September 28, 2023

by Adviser Ratings

Luke Withers wraps up September's adviser and licensee movements in this week’s video.