Aussie Financial Advisers Join Rating Agency Fundraiser
8 July 2019 by Cristian Angeloni, International Adviser
A financial advisory firm rating agency in Australia has rolled out a crowdfunding campaign to help its mission to improve conduct and transparency in the financial services sector. Advice Ratings said it is trying to implement best practi...
Adviser Ratings Launches Crowd Funding Campaign to Improve Transparency
5 July 2019 by Oksana Patron, Money Management
Financial advice rating and data company, Adviser Ratings, has launched a crowd funding campaign to the public to help improve institutional conduct and transparency in the wealth management industry. The campaign would be also aimed at pr...
Advisers Encouraged to Fund Hayne Commission Fixes
5 July 2019 by Adrian Flores, IFA
An advice rating and data agency has opened a crowd funding campaign to advisers as part of efforts to further develop services aimed at improving institutional conduct and transparency following the Hayne royal commission. In a statement,...
Financial Advisers are Backing a Crowdfunding Campaign for an $11 million Independent R...
5 July 2019 by Simon Thomsen, StartupDaily.
Sydney-based independent financial advice rating and data startup Adviser Ratings has turned to crowdfunding as it seeks to respond the banking royal commission’s findings into conflicts of interest in the sector.
Peter Kell Joins Ratings Commission Panel
13 June 2019 by Laura Dew, Money Management
Former Australian Securities and Investments Commission (ASIC) deputy chair Peter Kell is joining a panel on licensee reporting set up by Adviser Ratings, his first role since departing the regulator last year. The licensee ratings commiss...
Adviser Ratings Launches Transparency Campaign
7 June 2019 by Adrian Flores, IFA
Ratings and data agency Adviser Ratings has launched an equity crowd funding campaign aimed at improving institutional conduct and transparency in the wealth management industry. According to a statement, Adviser Ratings is seeking to rais...
Adviser Ratings Seeks to Crowd Fund Growth
6 June 2019 by Mike Taylor, Money Management
Financial adviser ratings business, Adviser Ratings is seeking to raise funds to expand the business via an equity crowd funding campaign. The company which has moved beyond adviser ratings to licensee ratings has now announced its crowd f...
Where We’re Going Wrong with Client Onboarding
20 May 2019 by Sarah Penn, Professional Planner
Onboarding new clients is make or break time. According to Adviser Ratings, around 50 per cent of potential clients drop out during the onboarding process, if it’s a cold lead, and the average adviser loses 25 per cent if it’s a warm lead.
Adviser Ratings Predicts ‘Upsurge’ in Failed Licensees
13 May 2019 by Tahn Sharpe, Professional Planner
Small independent and self-licensed firms are set to fall by the wayside as the industry grapples with “massive change and disruption”, according to Mark Hoven, chief executive of Wealth at Adviser Ratings.