Adviser Ratings Expands Smart Tools Services
19 July 2019 by Laura Dew, Money Management
Adviser Ratings has launched a range of direct to consumer (D2C) digital financial planning solutions on its Smart Tools register. The service now included 45 smart tools including solutions to help with superannuation account consolidatio...
Financial Advisers Fear Fire Sales as Valuations Collapse
16 July 2019 by Duncan Hughes, Australian Financial Review
Leading networks of financial advisers, such as AMP and IOOF, still face regulatory and legal issues and the big four banks are moving away from vertical integration because of tougher education standards, the ban on grandfathered commissi...
Where the bloody hell is AMP's strategy?
8 July 2019 by Adele Ferguson, Australian Financial Review
In 2018 and again in the first quarter of this year, only one product was generating positive net cashflows and that product was North. AMP said the revenue margin for this product was 57 basis points of assets under management in 2018, wh...
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...