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The Inner-City Regions Losing The Most Advisers The Inner-City Regions Losing The Most Advisers The Inner-City Regions Losing The Most Advisers

by Adviser Ratings

The shrinking financial advice market will leave many potential clients without advisers to turn to. Adviser numbers are falling in every city, but some capital city regions and districts are losing advisers quicker than neighbouring areas. Such…

Weekly Adviser Movements For Australia Up To June 10, 2021 Weekly Adviser Movements For Australia Up To June 10, 2021 Weekly Adviser Movements For Australia Up To June 10, 2021

by Angus Woods

Join Adviser Ratings' Founder Angus Woods as he takes us through this week's adviser movements and provides the latest industry insights in this 3-minute video.

Ask An Adviser - Will My Partner's Income Affect My Aged Pension Payments? Ask An Adviser - Will My Partner's Income Affect My Aged Pension Payments? Ask An Adviser - Will My Partner's Income Affect My Aged Pension Payments?

by Wayne Leggett

In this week's 'Ask an Adviser' series, Wayne Leggett, Principal of Paramount Financial Solutions in West Leederville, WA answers a question on how a partner's income may affect aged pension payments.

Weekly Adviser Movements For Australia Up To June 17, 2021 Weekly Adviser Movements For Australia Up To June 17, 2021 Weekly Adviser Movements For Australia Up To June 17, 2021

by Angus Woods

Join Adviser Ratings' Founder Angus Woods as he takes us through this week's adviser movements and provides the latest industry insights in this 3-minute video.

Ask An Adviser - Should I See A Financial Adviser Before I Get A Home Loan? Ask An Adviser - Should I See A Financial Adviser Before I Get A Home Loan? Ask An Adviser - Should I See A Financial Adviser Before I Get A Home Loan?

by Wayne Leggett

In this week's 'Ask an Adviser' series, Wayne Leggett, Principal of Paramount Financial Solutions in West Leederville, WA answers a question about the importance of seeing a financial adviser before getting a mortgage.

Weekly Adviser Movements For Australia Up To June 24, 2021 Weekly Adviser Movements For Australia Up To June 24, 2021 Weekly Adviser Movements For Australia Up To June 24, 2021

by Angus Woods

Join Adviser Ratings' Founder Angus Woods as he takes us through this week's adviser movements and provides the latest industry insights in this 3-minute video.

The Institutional Shift: How NAB/MLC and AMP Departures Have Changed The Landscape The Institutional Shift: How NAB/MLC and AMP Departures Have Changed The Landscape The Institutional Shift: How NAB/MLC and AMP Departures Have Changed The Landscape

by Adviser Ratings

With the NAB/MLC acquisition now complete, hundreds of advisers are now settling in or about to move under their new IOOF custodianship. However, a significant number made early moves from MLC licensees to elsewhere in the market. We look at the…

Letting Go of Low Value Clients Letting Go of Low Value Clients Letting Go of Low Value Clients

by Adviser Ratings

Big client books have become a thing of the past, as advisers rationalise to stay afloat in a market characterised by rising costs and compliance. In a shrinking market, letting go of low value clients has become key to survival for many practices.…

Ask an Adviser - 'Should I Invest $100K into my Superannuation, to Get a Better Return?' Ask an Adviser - 'Should I Invest $100K into my Superannuation, to Get a Better Return?' Ask an Adviser - 'Should I Invest $100K into my Superannuation, to Get a Better Return?'

by Neil Sonneveld

In this week's 'Ask an Adviser' series, Neil Sonneveld, of Mansfield Financial Planning in Cheltenham, VIC answers a question regarding the pros and cons of investing in your Superannuation.