by Jacques Malan
Financial Adviser Jacques Malan of Viridian Advisory answers a question from Janine in Perth around gifting funds to family without impacting assessable assets or pension payments.
by Adviser Ratings
How does your tech stack measure up to industry standards? Reshaping the dynamics for financial advisers, integrated software solutions and research tools are not just about convenience—they're a game-changer for efficiency and client engagement.…
by Dishna Wijenayake
Dishna Wijenayake, financial adviser at Brillo Wealth Management in Melbourne answers a question from Greg who is nearing retirement and wants to know how best to ensure his super is not too depleted if another GFC occurs soon.
by Adviser Ratings
Tune in for the latest industry insights and your weekly update on where advisers are leaving and heading to, in this short video with Luke Withers.
by Adviser Ratings
In the evolving landscape of financial advice, technology is key to boosting profitability. Australian practices tell us where they are streamlining operations with tech while cutting staff costs and significantly enhancing efficiency. How are you…
by Adviser Ratings
Tony is looking to retire early after redundancy and wants to know whether his super and pension is accessible while working part-time. See how financial advisers tackle this week's consumer question, as part of our Ask an Adviser series.
by Adviser Ratings
With increasing workloads and changing financial landscapes, how are advisers adapting? How much are advisers earning now? What fees are they charging? Explore the key insights and industry trends that highlight the evolving profession and find out…
by Adviser Ratings
Financial advisers have had to raise fees by 58% over the past five years. With many Australians feeling the financial squeeze, what are consumers actually willing to pay for advice? We asked Australians about their expectations, uncovering the gap…
by Adviser Ratings
We're thrilled to present our 6th annual Landscape report, crafted for you, the Australian adviser. Revealing key industry trends and opportunities, backed by six months of meticulous research, the report empowers your business' growth and…