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Opportunity For Adviser Solutions Is Now Opportunity For Adviser Solutions Is Now Opportunity For Adviser Solutions Is Now

by Adviser Ratings

If service providers can come up with solutions for advisers and smaller licensees at cost effective prices, there is a large and growing market eager to entertain possible change.

Ask an Adviser - Is Investing In An Apartment Complex The Best Way To Secure Retirement Income? Ask an Adviser - Is Investing In An Apartment Complex The Best Way To Secure Retirement Income? Ask an Adviser - Is Investing In An Apartment Complex The Best Way To Secure Retirement…

by Greg Anderson

I'm semi- retired with a super balance of $210,000 and wish to invest $200K in a 12 unit housing complex in Esk in SE Queensland. I own the land (value $150,000). I own 4 other houses valued at $1,300,000 with a $600k mortgage. I have $75k saving,…

The Problem With FOMO The Problem With FOMO The Problem With FOMO

by Justin Hooper

FOMO or “Fear Of Missing Out” is often seen as being associated with those “flakey” millennials. But FOMO is just the more recent name given to a dynamic that many people will be familiar with. It’s similar to those who feel “the grass is always…

Challenges For Privately Owned Practices Challenges For Privately Owned Practices Challenges For Privately Owned Practices

by Adviser Ratings

In these times of industry disruption and change, there is plenty for advisers to think about if they are contemplating changing licensee or even becoming self licensed. Basic things, like how you might want to structure your remuneration are…

Advisers To Benefit From Disruption Advisers To Benefit From Disruption Advisers To Benefit From Disruption

by Adviser Ratings

Recent research points to further evidence that the competition for advisers’ loyalties is heating up across various sectors of the advice landscape. We’ve been reporting on the disruption that new regulatory realities are creating in the business…

Wealth Protection In Uncertain Times Wealth Protection In Uncertain Times Wealth Protection In Uncertain Times

by Ryan Watson

Life can be unpredictable and when it comes to managing finances, instability can have a devastating impact. The good news is that, by being strategic about planning for wealth protection in uncertain times, you can help safeguard yourself against…

Adviser Ratings Equity Crowdfunding Grows As New Products Launch Adviser Ratings Equity Crowdfunding Grows As New Products Launch Adviser Ratings Equity Crowdfunding Grows As New Products Launch

by Adviser Ratings

With the Royal Commission laying bare the shortcomings of the industry, there has been limited effective responses from the industry to deal with these problems. Adviser Ratings on the other hand has been working on these solutions for many years.…

Unqualified Advisers Listed On The FAR? Unqualified Advisers Listed On The FAR? Unqualified Advisers Listed On The FAR?

by Adviser Ratings

There has been some consternation in the advice community around the newly authorised advisers listed on ASIC's Financial Adviser Register (FAR) this year, given that new advisers must meet the new regulatory standards required from January 1 and…

Last Years Adviser Gains Wiped Out Last Years Adviser Gains Wiped Out Last Years Adviser Gains Wiped Out

by Adviser Ratings

Our latest research shows the potentially massive impact that new regulation has had on advisers joining and leaving our industry. All of the gains in adviser numbers last year have been wiped out in the first 6 months of 2019 as record numbers of…