by Rodney Lester
Today marks the public release of one of the most comprehensive reports on the financial advice landscape ever undertaken in Australia. The 2018 Financial Advice Landscape Report provides a unique view of the advice ecosystem in 59 regions across…
by Kane Jiang
How to Manage Your Finances When You Don’t See Eye to Eye With Your Partner? As a financial planner facing these issues daily, I think I can share a thing or two. Here are 6 steps that hopefully can help cool things down when your relationship is…
by Liam Shorte
Many people think they don't need financial advice. At Adviser Ratings our experience has shown that in many cases, people just don't know what a financial adviser does - and how an adviser could help them in particular. For those yet to experience…
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Adviser Ratings has just released one of the most comprehensive studies available on the financial advice landscape in Australia in recent times. The report projects that around half of all advisers currently practicing will exit the industry in the…
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The new regulatory changes that will require advisers to be degree qualified will be one of the driving forces behind an adviser exodus from the industry over the next few years.
by Rodney Lester
A new report by Adviser Ratings estimates that only one in seven, or 14% of Australians receive the benefits of financial advice. Of those “advised Australians”, the vast majority (75%) are over 45 years of age. This is despite the fact that one in…
by Liam Shorte
In this piece, Liam Shorte shows how he performs his advisory roles and includes the actual services he provides to his clients. He identifies what he actually does in his roles as a “Professional Financial Planner” and a “Personal Finance Coach”.
by Angus Woods
The size and strength of the Australian superannuation industry, mandated by compulsory contributions, is well documented. For a traditionally sleepy sector, it is evolving rapidly driven by continuous government and regulatory impost, commercial…
by Liam Shorte
This week, Platinum adviser Liam Shorte outlines the final 3 roles he felt he played as a financial planner. Liam expands to show how he performs these roles and includes the actual services he provides to his clients. This week he concludes the…