by Frieda Zhang
What do clients really want? It's a favourite topic for service providers. Just like any consumer focused industry, the financial advice industry can benefit from better understanding clients needs and wants. Segmentation is one way to achieve this.
by Angus Woods
Is your circuitry slowly becoming disconnected? In 2016, it’s time to reconnect with this space oddity that is financial planning….. As they say the early bird catches the worm, so we’d like to give you a little reminder of some of the key things…
by Angus Woods
From Ettalong to Dandenong to Woodenbong to Ballarat to Canberra to Milperra to Unanderra to Captain’s Flat……Adviser Ratings has reached more than 1,000 financial advisory companies across Australia where ALL the company’s advisers have undertaken…
by Rodney Lester
After a year which saw many developments and much progress including some big changes to our platform, launching the Really Simple Guide to Money with the AFA and combine the ASIC Financial Adviser database with our own, we decided to let our hair…
by Robert from Manly Vale, NSW
Are we heading into another financial meltdown - I'm worried - I have more than half my hard earned $2M portfolio in stocks and managed funds and I'm heading into retirement. I'm still 30% down from 2008. My banking friend thinks there will be…
by Angus Woods
We heard a lot this week about terms such as innovation, ideas boom, start-up accelerators, investor incentives, STEM as part of the Government’s $1.1B innovation agenda. But what does it mean for financial advice and advisers?
by Nerida Hicks
This week we are proud to profile Nerida Hicks of Bridges Personal Investment Services in Nowra. Nerida has shot to the top of our ratings on review leaderboard with over 140 reviews on her profile, an Adviser Rating of 100% and a fantastic average…
by Rodney Lester
Where has the year gone? Seriously. The shops are full of Christmas gear and we’ll be ticking over to 2016 in no time. 2016! We’re more than half way through the second decade of the 21st Century. Does anybody else remember partying like it was 1999…
by Tim Henry
How hard is it to really find out a person's appetite for investment risk? Is it enough to ask them directly or are there other ways to finding out less directly?