by David Dall
What is a safe managed balanced fund to invest $250,000 with good customer support no high fees or hidden extras?
by Adviser Ratings
APRA have highlighted its plan to take a much tougher approach to enforcement and to use the full range of its formal powers to deter bad practices, in an announcement made following an internal “Enforcement Review” this week. APRA will take up all…
by Adviser Ratings
The accounting industry associations have defended the right of Australians to deduct accounting service fees from their taxable income and called for Bill Shorten to apologise following the Labor leader’s declaration that these tax deductions for…
by Robert Goudie
Investment planning is an important part of financial planning but underpinning the whole process of creating wealth in the first place is having a good financial strategy. Each of us has specific needs and desires, of course, but there are a number…
by Adviser Ratings
Adviser Rating Latest Data analysis indicates that the last year has seen the creation of 336 new licensee entities. During the same period, 118 licensees have been discontinued, affecting over 2,000 advisers. Of these advisers only 36% have been…
by Simon Pederson
In retirement, you may dream about overseas holidays, home renovations or simply spending more time with your friends and family. However, the reality is that many people’s savings are unlikely to match their retirement expectations unless they take…
by Adviser Ratings
New analysis from Adviser Ratings shows that authorisations of new advisers have flat lined in the first two months of the year. After more than 2,500 new advisers gained authorisation in December 2018, a grand total of only 4 new advisers were…
by Adviser Ratings
Today we'd like to introduce a fantastic new resource for the advice community. The initiative, called Adviser Marketplace, will allow advisers and the wider advice community to access information that was previously out of reach. The Adviser…
by
Improving our physical, mental and emotional health has a wide range of explicit benefits, and we can all see clearly defined motivating factors behind setting ourselves health-related goals. Things can get a little bit more ambiguous when it comes…