For Consumers

For Advisers

Connect with us

MENU
FIND AN ADVISER

News | Search

New Adviser Numbers Flat Line New Adviser Numbers Flat Line New Adviser Numbers Flat Line

by Adviser Ratings

New analysis from Adviser Ratings shows that authorisations of new advisers have flat lined in the first two months of the year. After more than 2,500 new advisers gained authorisation in December 2018, a grand total of only 4 new advisers were…

Introducing Adviser Marketplace Introducing Adviser Marketplace Introducing Adviser Marketplace

by Adviser Ratings

Today we'd like to introduce a fantastic new resource for the advice community. The initiative, called Adviser Marketplace, will allow advisers and the wider advice community to access information that was previously out of reach. The Adviser…

Using Fitness Techniques for Your Financial Well Being Using Fitness Techniques for Your Financial Well Being Using Fitness Techniques for Your Financial Well Being

by

Improving our physical, mental and emotional health has a wide range of explicit benefits, and we can all see clearly defined motivating factors behind setting ourselves health-related goals. Things can get a little bit more ambiguous when it comes…

Ask an Adviser - Helping Out With Foreign Assets Ask an Adviser - Helping Out With Foreign Assets Ask an Adviser - Helping Out With Foreign Assets

by Simon Pederson

Question 1 I have inherited $40,000 from my father in NZ when he passed away - do I have to pay tax on this money when I transfer to here in Australia? Question 2 I am a foreigner. My daughter is Australian PR. I want to buy her an apartment in…

Advisers Preferring Private Licensees to Institutions Advisers Preferring Private Licensees to Institutions Advisers Preferring Private Licensees to Institutions

by Adviser Ratings

Having previously looked at some analysis of new and ceased adviser numbers for the period of Dec 2018-Feb 2019, we now turn our attention to advisers who are returning to the industry and/or switching between licensees. During this period, there…

Adviser Marketplace Adviser Marketplace Adviser Marketplace

by Adviser Ratings

We are very excited to finally announce the impending launch of the Adviser Marketplace. It's the exact same premise as our core ratings product, but this time it puts the adviser in the driver's seat.

Financial advisers share their voting preferences Financial advisers share their voting preferences Financial advisers share their voting preferences

by Adviser Ratings

A dozen or so seats across the country will decide who will be Australia's economic manager

Winners are Grinners - Federal Election 2019 Winners are Grinners - Federal Election 2019 Winners are Grinners - Federal Election 2019

by Adviser Ratings

The relief on the faces of many financial planners across the country was evident from the early evening on election night, when it became apparent that the widespread predictions of a Labor victory at the federal election were wrong. There can be…

Adviser Ratings Profiles Kevin Malcolm Adviser Ratings Profiles Kevin Malcolm Adviser Ratings Profiles Kevin Malcolm

by Kevin Malcolm

Our Adviser Profile this week is Kevin Malcolm, a Platinum Adviser with 32 reviews and an average client rating of 4.66 out of 5 Stars. Kevin says his greatest satisfaction is helping people understand their finances and becoming financially…