by Adviser ratings
Big news this week as Westpac announced it has moved to remove grandfathered payments attributable to their BT advice products. The announcement said BT would honour its contractual obligations to external financial advisers who are currently…
by John Barton, MGD Wealth
It wasn’t that long ago that most us considered religion, money, sex, politics and death pretty much off-limits when it came to polite conversation. Today, most of us talk fairly openly about most things – the exception for most of us is money!
by Robert Goudie
Jargon in any industry often confuses and confounds those who do not deal with it every day. But investing shouldn’t be a minefield of gobbledygook that stops you understanding what your money is doing. Here we’ve taken some of the more commonly…
by Adviser Ratings
The Top 20 licensees comprising advisers with a history of licensee switching and low educational levels, and the Top 20 fastest growing licensees, could be singled out as high-risk groups requiring further scrutiny. The 500 “micro” licensees…
by Darren Johns
At our current stage in life, we would like to know if we should see an advisor? Ideally we would like to have someone appropriate give our finances the once over i.e. our mortgage, insurances, superannuation, etc. to assess if we could be doing…
by Kane Jiang
Albert Einstein called compound interest the 8Th wonder of the world. The longer you engage it, the better off you will be. This is why Platinum Adviser Kane Jiang wants you to change your habits and start saving 10% of your income. Forget the…
by Adviser Ratings Research
The latest research from Adviser Ratings 2018 landscape report has identified areas where there could be significant growth for the advice community – both in terms of the actual locations around the country that are under serviced by advisers as…
by Angus from Melbourne
How many SOAs does a typical adviser write per month? How long do they typically take to write? Who reviews the SOAs to make sure they are appropriate/compliant? How long does the review process take before the adviser is happy to send it to the…
by
Across Australia, around 14% of the population receives financial Advice. However, there are some regions where hardly anyone gets financial advice, and others where a sizable chunk, much more than the Australian average engages in advice. Here we…