by Bryan Ashenden, BT Financial Group
In investment terms, “diversification” refers to the process of allocating your client's savings in a way that reduces their exposure to any one particular asset, asset class or risk. In turn, diversification can lead to a reduction in the overall…
by Adviser Ratings
The code of ethics for financial advisers has been released as an exposure draft for consultation and is open until 1 June 2018. The Standards Authority is seeking feedback on the practical implications of key parts of the Code.
by Michal Bodi
The oldest Millennials will turn 37 this year. Sydney Financial Planning adviser Michal Bodi channels his internal millennial with the benefit of his experience as a financial planner, to posit a few questions all Millennials should ask themselves.
by Mat Hale
Family break-ups, separation and divorce are highly stressful, and people often grieve over the loss of their former relationship and lives. Platinum adviser Mat Hale from Rising Tide Financial Services in Melbourne has offered up 6 tips to help you…
by Rodney Lester
The royal commission into banking has claimed its first big scalp after the chief executive of AMP, Craig Meller announced he would be leaving his role with immediate effect. The commission revealed this week that AMP had misled ASIC over 20 times…
by Adviser Ratings
What can you do about the mountain of negative press coming out of the royal commission? Use the power of Google to help control your web presence.
by
What action can be taken to clean up the industry and help rid it of the advisers and practices that are contributing to the demoralising perception it has in the minds of the general public.
by Adviser Ratings
While the revelations mount, one positive is that discussions have sprung up all over the place about the industry’s shortcomings and the structural obstacles in place that may prohibit the industry from moving forward.
by Adviser Ratings
The royal commission today looked at the major financial advisory membership associations, the FPA and the AFA. The particular focus was about what role the organisations have with regard to policing adverse behaviour by their members and the extent…