by Andrea Gardiner, Jelix Ventures
Andrea Gardiner takes a quick look at what makes a start-up an attractive opportunity for the right investor. A start-up is a young or early stage high-growth company using technology and innovation to tackle a huge, usually global, market. The…
by Luke Mase
If you’ve read anything to do with well-being recently, there’s no doubt you’ve already come across the term “mindfulness” several times. But what exactly is mindfulness – and what does it have to do with our finances? Platinum Adviser Luke Mase…
by Cris Parker
This is a time of great turbulence and also incredible opportunity in financial advice, where trust is front and centre as an issue. The Banking and Finance Oath is positioned to complement regulation and compliance, which includes the FASEA Code of…
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Here at Adviser Ratings, we are acutely aware of the negativity around the industry in the minds of the public. We are about to launch a consumer campaign to educate consumers about the value of advice and to provide a place to counter the…
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The Australian British Chamber of Commerce has announced Adviser Ratings as one of the winners of its second Australian British FinTech Cyber Catalyst (ABFCC) held in London in July 2018.
by Neale Forbes
Our Adviser Profile this week is Neale Forbes, a Gold Adviser who is the Principal of Forbes Wealth Planning. Neale is based in Modbury in the North East suburbs of Adelaide, but also services Yorketown on the Yorke Peninsula in South Australia.
by Robert Goudie
The end of the financial year is rapidly approaching and, along with it, the opportunity to claim a tax deduction on additional superannuation contributions.
by Wally Fryer
We’ve seen and heard a fair bit of ugly news involving certain elements of the financial professions lately, but this story is the antithesis of that. This is an example of the real value that a financial adviser can offer their client - in this…
by Adviser Ratings
For immediate release: Adviser Ratings anticipates that more than 14,000 advisers will exit the financial advice industry over the next five years, representing $900 billion of net client wealth in transition.