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4 Trends Set to Transform Financial Advice 4 Trends Set to Transform Financial Advice 4 Trends Set to Transform Financial Advice

by David Rae

The world of financial advice will undergo radical change in coming years. This will provide challenges but also huge opportunity for those who are willing to embrace it. Here are David Rae's four big trends:

Ask an Adviser - Business Tax and Wage Strategy Ask an Adviser - Business Tax and Wage Strategy

by Joshua Stega and Adriano Donato

Natalie from Sydney and the founder of online marketplace of babies and children’s clothes and toys for mothers or soon to be mothers looking, www.mamadoo.com.au, posed us three questions:

What the berry contamination scare and the NAB adviser crisis have in common What the berry contamination scare and the NAB adviser crisis have in common What the berry contamination scare and the NAB adviser crisis have in common

by Christopher Zinn

Consumers may be forgiven for seeing some unlikely parallels in the frozen berry contamination scare and the compromised NAB financial planner headlines. Certainly contracting Hepatitis A from a smoothie seems more immediately alarming than having…

Ask an Adviser - Getting The Most From My Super Ask an Adviser - Getting The Most From My Super

by Matthew Ross and Shane Pinkerton

I am 65 years old. My husband recently passed away unexpectedly - he was in control of our finances. We currently have $3M in Superannuation, and the house we live in is paid off. The Superannuation proceeds are split 40% cash and fixed interest and…

My bloody oath! How a personal commitment to ethical dealing in financial services can help My bloody oath! How a personal commitment to ethical dealing in financial services can help My bloody oath! How a personal commitment to ethical dealing in financial services can…

by Christopher Zinn

The Dutch bankers must do it. Doctors don’t do it as much as you might think. Even business brains with MBAs can do their own. Now there’s a chance for those in banking and finance. It, of course, is to make an oath that interesting word which…

A falling rate environment - what can investors do? A falling rate environment - what can investors do? A falling rate environment - what can investors do?

by Michael Rees-Evans

When Channel 7 contacted Adviser Ratings to seek out a well qualified financial adviser to talk about falling interest rates, Michael Rees Evans, platinum adviser of Libertas Wealth Consulting, was more than happy to help out. With national coverage…

Adviser Ratings profiles Peter Horsfield Adviser Ratings profiles Peter Horsfield Adviser Ratings profiles Peter Horsfield

by Peter Horsfield

Peter, platinum adviser, has an adviser rating of 98% and a customer rating of 96% from 14 customer reviews with an impressive array of qualifications. Peter works at FMW Financial Planning at St Leonard’s in Sydney.

Using Social Media to Engage with your Clients or Prospective Clients Using Social Media to Engage with your Clients or Prospective Clients Using Social Media to Engage with your Clients or Prospective Clients

by Liam Shorte

I understand that many financial advisers are reluctant to engage in social media in fear of damaging their reputation or getting it wrong. It can all seem to hard but the harsh reality is that Google has taken over as the primary reference point…

When the best advice is NOT to do something When the best advice is NOT to do something When the best advice is NOT to do something

by Christopher Zinn

We normally seek advice about what actions to take but there’s plenty of evidence we might do better by considering what actions we shouldn’t take. And more financial advice or financial education could be focused on what the ancients called the via…