In Brief: July Edition
Who are Australia’s top 50 financial advisers?
Self-licensing debate must consider tribalism effect
The reinvention of financial advice
Reuters: How a powerful inquiry upended one of Australia's grandest companies
Beware 'micro self-licensed' financial planning businesses
Euro News: How a powerful inquiry upended one of Australia's grandest companies
Money News - Adviser Ratings
Here’s why so many advisers are looking for new licensees
Adviser Ratings expands business with string of new appointments (1)
New website touts more transparency in financial planning, but what about brokers?
Dover Financial Group calls in outstanding debts from financial planners
Dover Financial Planning shutdown puts $4 billion of client's money in limbo
UBS says AMP, IOOF exposed to 'significant adviser attrition' due to education overhaul
Self-licensing to stretch firms and regulator
Better data key to adviser accountability
Consumers lack awareness of insto ownership
Opinion – Budget 2017: bank shaming or politics as always?
Sunlight test gets the ethical ball rolling
Ethics must start with industry commitment
Royal commission will go ahead: Murray
New website launches to help advisers to promote their services and monitor clients
Adviser Ratings launches Google reviews
Griffith Uni, FPA to publish adviser journal
The questions you need to ask before you pick a financial adviser
Royal flush: 15 questions to ask a financial adviser now
How to sniff out a bad financial adviser
SelfWealth pokes holes in adviser directories
Life sector recommendations derailed
Advisers looking to switch, eye-up IOOF
AFA says Adviser Ratings not a threat
Adviser register ‘needs more substance’
RN - New website allows financial adviser ratings
Over 19,000 advisers list on ASIC register
Adviser Ratings enables peer endorsements
AMP groups dominate Adviser Ratings sign-ups
Adviser Ratings attracts equal interest from instos, independents
Adviser Ratings to expand into education
Licensees to be ranked on adviser site
Adviser Ratings taps into small business
Getting good advice
How to prepare your Christmas budget like a financial adviser
Adviser Ratings inks deal with small businesses
2UE - TripAdvisor for Financial Planners (Podcast)
Consumers looking for advice they can trust
Govt register to ‘overshadow’ Adviser Ratings
Review website responds to broker concerns
Adviser Ratings reveals data source
Adviser Ratings website to launch paid options
FPA questions Adviser Ratings
What UK IFAs can learn from Australia’s Royal Commission
Competitor, consumer or corporate watchdog: who should handle your details?
Top broker debunks new financial adviser service: Adviser Ratings
New website rates financial advisers/planners for the first time
Rate and review your financial adviser with new website: adviserratings.com.au
Fintech and cybersecurity delegation to head to London
Adviser Ratings makes two senior hires
Exit plan: Financial advisers gearing up to leave the industry
Adviser Ratings Secures Referral Partnership
Adviser Ratings Signs Exclusive Referral Partnership Scheme With Small Business First
CFP exodus not in the numbers
Top 10 biggest financial investment mistakes and how to avoid them
Adviser Ratings releases insurer survey
Netwealth: A podcasts series for Advisers, speaks with Angus Woods and Mark Hoven Regarding Feedback Tools
Adviser Ratings to cover brokers
Adviser Ratings review website to put the spotlight on financial planning industry
How to bridge the trust gap
Adviser Ratings grows team
Adviser Ratings expands business with string of new appointments
$900bn of wealth soon up for grabs: Research
On The Money: 2ser 107.3 Speaks With Mark Hoven Regarding Adviser Exits
Money Management: Could 50% of Advisers Exit Industry?
AMP loses financial advisers to privately owned licensees
Adviser exodus to leave $900b in limbo
Mass Financial Adviser Exodus Puts $900 Billion in Play
AMP, banks lead exodus as financial planners flee the changing industry
DATA REVEALS ‘BIG UPTICK’ IN ADVISER EXITS
Callaghan Hands Retirement Product Providers a Super Lifeline
Accountants, not advisers, selling up amidst struggles
EXITS, SWITCHES PICK UP AS YEAR-END DRAWS NEAR
Adviser Ratings builds new technology to bring change to financial advice market
Financial Planner Register Pre-Empts Government Site
Advice Industry Needs to Promote Itself: FASEA
Adviser Ratings unveils ASX adviser tool
Adviser Ratings completes ASX Find An Adviser tool
How Financial Advice can add 5.2pc to your Bottom Line
How Aussie Advice Fees Compare to Global Markets
The fee evolution: Time to put a real price on your advice
Adviser Ratings acquires CRM boutique
Crowded platform market ripe for consolidation
The New Face of Stockpicking
Big banks' wealth exit aids Hub24 tailwinds
Spotlight on Licensees to Benefit Consumers & Good Advisers
Professionals exit but demand for financial advice still strong (3)
Professionals exit but demand for financial advice still strong (2)
Professionals exit but demand for financial advice still strong (1)
Covid Pressure Sees Boutique AFSLS Abandon Ship
Professionals exit but demand for financial advice still strong
Less Than One in Three Advice Graduates Enter the Industry
$120BN in Client Money Abandoned as Advisers Walk Away
Self-Licensing on the Rise as Dealer Group Fees Surge
InFocus: Increasing access to simpler, specific advice on the issues that matter most
Industry lags on pitching advice as a career
How to Protect Clients While the Industry Grows Up
Accountants lead mass adviser exit as FY20 wraps up
HOW TO SPEED UP YOUR BUSINESS GROWTH WITH ONLINE REVIEWS
MASS EXODUS OF ADVISERS AS FY20 WRAPS UP
Clever Money: Save $10,000 without taking out your super
Super Funds to Pick Up Where Banks Left
A tough fix for financial advice
Financial planners granted more time to take and pass exams
Adviser numbers tipped to halve by end of 2021
AMP, IOOF dodge mandatory exam bullet
Financial advisers get last minute lifeline on exams
Koch buys into Adviser Ratings
Adviser exam delay puts $900b in investor funds at risk
ADVICE INDUSTRY TO HALVE BY END OF 2021
Licensing models get the tug-of-war treatment
Seller beware: All capital comes with strings attached
Renewed push for overhaul of financial adviser licensing
SINGLE PRACTITIONER FINANCIAL PLANNING PRACTICES – THERE’S LIFE IN THEM YET
16,000+ Advisers Still to Sit FASEA Exam
Coronavirus delays standards regime changes for the financial advice sector
ADVISERS RECONSIDER RETIREMENT AS EXODUS SLOWS
AMP adviser workforce drops below 2000
ASIC planners deadline looms
How Westpac threw a spanner in the wealth-exit works
Robo-adviser waives fees to prevent market 'gambling'
Beyond pricing: the real battle for platform supremacy
Advice fee capped at $300 for early super release
Inside H&R Block's plan to bring financial advice to the masses
Planners, accountants resume hostilities as advice rules relaxed
Perfect storm: Australia's growing financial advice gap
NAB slashes financial adviser licence fees to zero
Ausbiz prepping for late March launch with all-star finance team
ANZ axes 230 jobs, guts wealth business
Chris Zinn explains what to look for in an adviser
Deloitte executive jumps ship to lead wealth firm's accounting push
Govt in denial re industry challenges including unaffordable advice & need for financial literacy education
Has CountPlus found the formula for profitable financial advice?
Adviser Exodus To Worsen In 2020: Synchron
KKR-backed US outfit buys stake in Melbourne wealth firm
Sharp drop in Australian adviser numbers: report
Clients left in limbo as financial advisers head for the exits (2)
Clients left in limbo as financial advisers head for the exits (1)
Lowest Adviser Numbers Since 2015
Clients left in limbo as financial advisers head for the exits
Adviser roll flawed
Adviser Numbers Drop To Four-Year Lows
Call to slap capital buffers on small financial firms
Post-Hayne chaos may yet sink financial advice industry
CBA mass exodus hits private bank
Aberdeen Standard, Hub24 target financial advice orphans
Super funds hold antidote to rising financial anxiety
Why Netwealth will survive the coming wealth disruption
Major banks slammed for abandoning wealth
Over 3,000 Advisers have left institutions, New Data Reveals
AMP and IOOF: Last men standing or dead men walking?
How to Choose a Financial Adviser
Why big banks’ private wealth advisers want to break free
Bells and whistles: Macquarie to offload private wealth back-end
ASIC slugs super funds, advisers, brokers with surprise levy blowout
Adviser exodus stalls… for now
Former AMP, NAB financial adviser banned
Robo advisers over-confident of post-Hayne success
Netwealth, Hub24 face 'wave of disruption': UBS
Financial Advisers Leaving In Droves
More Advisers on the Move
Australia Loses 700 Advisers in Just One Quarter
Backing grows for Adviser Ratings
ADVISER NUMBERS CONTINUE TO DECLINE: ADVISER RATINGS
Financial Adviser Movements Spike 70pc
Trusting Advisers More Than Instos is ‘Human Nature’: APN Group
IOOF Misses Bank Exodus Opportunity
ASIC’s Shipton Flags 2020 Advice Gap Project
Kylie Merritt Launches an Australian Live Streaming Business Channel
David Koch is Launching a New Live Stream Australian Business Service
IOOF to Shut Down Elders Financial Advice Venture
Mid-tier Licensees to Grow: HUB24
HUB24’s Alcock Backs Mid-tier Licensees
Life insurance reforms long overdue
Funds Fail on Advice Outcomes
Why it Pays to get Life Insurance in your 30s
The (new) Future of Financial Advice
'Get over it, go broke, move on': Financial planners rocked by banks' exit
Advisers Consider the Next Chapter
Adviser Numbers Head South
Adviser Numbers Drop for Second Quarter in a Row
Financial Advisers Call Time on their Careers as Tougher Rules Bite
Australia Loses 2,825 Advisers in Only Six Months
Thousands Leave Financial Advice Industry
Adviser Ratings welcomes Trowbridge report
2GB, Interview on Adviser Ratings
Financial Advisers are Backing a Crowdfunding Campaign for an $11 million Independent Ratings Startup
Financial Advisers Quit Industry After Hayne Shake-up
AMP Advisers Prepare for Big Shake-up, Job Cuts
2,825 Advisers Gone as Migration Patterns Emerge
Adviser Ratings Expands Smart Tools Services
Financial Advisers Fear Fire Sales as Valuations Collapse
Aussie Financial Advisers Join Rating Agency Fundraiser
Where the bloody hell is AMP's strategy?
Advisers Encouraged to Fund Hayne Commission Fixes
Adviser Ratings Launches Crowd Funding Campaign to Improve Transparency
Adviser Ratings assembles 'devil's dictionary'
Peter Kell Joins Ratings Commission Panel
Adviser Ratings Launches Transparency Campaign
Adviser Ratings Seeks to Crowd Fund Growth
Where We’re Going Wrong with Client Onboarding
Adviser Ratings Predicts ‘Upsurge’ in Failed Licensees
New Data Points to Homeless or Exiting Advisers
Tough Times Before the Mast as AMP Voyages to the New World
New Licensee Rating System to Launch
Financial Adviser Ratings Step Up as Trust Deficit Grows
Adviser Ratings Unveils New Rating System (1)
Adviser Ratings boosts financial fluency
External Ratings Committee Formed to Ensure Transparency in the Financial Services Sector
Planners to be Rated on Quality of Advice
New Financial Adviser Competency Rankings Out Soon
Royal Commission has Identified Thousand of Breaches
Why Kenneth Hayne didn’t call for ban on Household Expenditure Measure
David Koch: Bank Inquiry Recommendations will have Far Reaching Impact
Netwealth Forms Wealth Data Partnership
Millennials Seeking Financial Advice from Millennials
IFAs Benefiting From RC Fallout
Solving the Biggest Problem with Traditional Financial Advice
Adviser Ratings revamps website in prep for FAR launch
Robo-advice Comparison Site Launches
Women Shun Financial Advisers in Favour of Money Advice from Robots (4)
Women Shun Financial Advisers in Favour of Money Advice from Robots (3)
Women Shun Financial Advisers in Favour of Money Advice from Robots (2)
Women Shun Financial Advisers in Favour of Money Advice from Robots (1)
New Register of Financial Advice Platforms Launches (1)
Adviser Ratings Launches Robo-Adviser Review Platform (1)
Consumers Invited to Rate Robo Advisers
Women Shun Financial Advisers in Favour of Money Advice from Robots
Would You Trust a Robot with Your Finances?
FSI adviser recommendations a good start but much work to do
Robo-Advice Register to Assist Client Offering
Adviser Ratings Launches Robo Register
Would You Let a Robot Manage Your Finances?
Direct-To-Consumer Robo-Advisers Expected to Grow 43% p.a to 2022*
Adviser Ratings Launches Robo-Adviser Review Platform
Robo-Advice Register Aims to Bridge Client Service Gap
New Register of Financial Advice Platforms Launches
Robo-Advice Register Launches
Fintechs, Koch Clash Over Branding
5 Most Annoying Questions a Money Expert Gets Asked
Register may find all financial planners are equally beautiful
TripAdvisor-style rating system for financial advisers
New rating system would give consumers clear choice on financial advice
Adviser Ratings unveils new rating system
Plan for change: here’s to a new era of financial advisers
Adviser Ratings becomes CMCRC’s 58th industry partner in financial markets
Fintech Startups in Australia: 50 You Can’t Miss
Licensees to be Publicly Rated Under New Proposal
Australia looks to rate advisers under scheme to rebuild trust
Adviser Ratings to predict licensees' quality of advice
Adviser Ratings to rate firms under new system
Public shaming for rogue planners
New quality of financial advice rating system to probe licensee governance
300 AMP financial advisers are on notice amid a corporate watchdog probe
How to choose the right financial adviser
How client feedback can change your advice business for the better
Consumer reviews - an essential tool for your marketing arsenal
Wide Bay finances below average
BELEAGUERED FUND MANAGER AMP PUTS 300 ADVISERS ON NOTICE
Tech solutions with Microsoft and Adviser Ratings
Advisers unsatisfied with major administration platforms
AMP puts 300 financial advisers on notice, amid ASIC probe
Financial adviser review sites invite customer feedback and ratings
Advisers “highly dissatisfied” with tech incumbents
London fintech delegation reveals deeper Australia-UK tech links
Cover story: Are adviser ratings a fair source of truth?
Survey ranks how companies handle and process claims.
AMP adviser numbers plunge
CPA Australia optimistic about financial advice despite network of 18
Dover founder Terry McMaster will never work in financial services again
Choose your next licensee carefully
Aon and Adviser Ratings partner on cyber insurance
Adviser Ratings partners with Aon to bolster cyber-protection
Rotten Tomatoes for financial planners
Individual licensing: A bold step towards becoming a profession
CPA Advice fee cut fails to attract new members
JPMorgan in Balancing Act as Worldpay Broker and Suitor
Factor in the robo-advice
The next 10 years: Disrupted in a decade
Stubborn beliefs about women, men and money
How to get the right advice for your self-managed superannuation fund, or SMSF
25 questions to ask your financial adviser
Adviser Ratings appoints wealth CEO
Valuable SMSF market just keeps on growing
Labor backs adviser ratings websites
Influential US adviser has praise, criticism for Australia
Judgement day for financial advice
Gen Y advisers shy away from the big banks
Steel reinforcing to protect consumers will follow royal commission
Dover Identified as High-Risk Before Closure
Licensees’ futures are built on support for advisers
2018 Licensee list: Rise of the second tier
Practice owners: Is it time to play safe or brave?
Are AMP Shares (ASX: AMP) a Buy?
More than 40% of Dover advisers came from big licensees
Financial advice game changer
18,000 Advisers to be Rated on Consumer Site
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External Ratings Committee Formed to Ensure Transparency in the Financial Services Sector
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4 March 2019
by
Rebecca Thacker, Dynamic Business
Article link:
https://www.dynamicbusiness.com.au/news/external-ratings-committee-formed-to-ensure-transparency-in-the-financial-services-sector.html
An external governance committee has been formed in response to the Royal Commission to ensure transparency in the financial services sector.
The industry-led initiative will oversee a new rating system on financial advice licensees to help consumers make informed decisions.
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