by Adviser Ratings Research
The latest research from Adviser Ratings 2018 landscape report has identified areas where there could be significant growth for the advice community – both in terms of the actual locations around the country that are under serviced by advisers as…
by Angus from Melbourne
How many SOAs does a typical adviser write per month? How long do they typically take to write? Who reviews the SOAs to make sure they are appropriate/compliant? How long does the review process take before the adviser is happy to send it to the…
by
Across Australia, around 14% of the population receives financial Advice. However, there are some regions where hardly anyone gets financial advice, and others where a sizable chunk, much more than the Australian average engages in advice. Here we…
by Adviser Ratings Research
Financial advisers are demanding more from administration platforms, planning software and investment research vendors. This sentiment, reflected through adviser satisfaction, saw major incumbent providers rated poorly. With Adviser Ratings…
by BT Panorama
BT would like to invite you to our free roadshow event, BTNext 2018, running in major capital cities from 20 to 24 August. Our industry is changing, requiring us to embrace new challenges whilst running professional and sustainable, customer focused…
by Kane Jiang
We're not talking about the Pyramids or the Great Barrier Reef. We're in finance land here, and in finance land, the 8th wonder of the world is Compound Interest.
by Adviser Ratings
86% of Australians remain unadvised. Of the 14% who are advised, nearly three quarters are over the age of 45 and half are over 55. With Australia's already massive superannuation pool of $2.8 trillion set to more than triple in less than 20 years,…
by Adviser Ratings
On 6 August, the next round of the Banking Royal Commissions will focus on Super Funds. Some of the focus will be on life insurance within Super (Group Life). Echoing the significant change occurring in finance in general, the life insurance sector…
by Wil in Brisbane
My two children (23 and 21) live at home and have each saved around $50,000. Neither plans to leave home in the short to medium term but one may want to travel and work overseas in the next 2-3 years. I am not really in favour of them buying a…