by David Beaton
When planning for your future and achieving your goals and objectives, a robust risk management plan is the safety net providing the best chance of your plans coming to fruition if unplanned events occur. When the term ‘risk management’ is raised,…
by Adviser Ratings
Our latest analysis of adviser movements has thrown up an interesting difference in the choice of licensees among advisers who are “switching” licensees, versus those “returning” to the industry. One of these groups is strongly biased towards moving…
by Adviser Ratings
For financial advisers in a post Royal Commission world, it’s easy to be overwhelmed by much of the instability and negative coverage the industry faces on a regular basis. We thought we could share a positive story, that has stability as one of its…
by Hamish Ferguson
There are vast numbers of people who live off interest income of various kinds who may be concerned as the RBA looks to pump-prime the economy with interest rate cuts. It doesn’t have to be a disaster though. Hamish Ferguson, a Financial Adviser…
by John Cachia
Far from being the realm of the rich, building an investment portfolio is something that most people can do. It can start as a simple savings plan – a few dollars in the bank – before expanding into a diversified portfolio containing a range of…
by Adviser Ratings
The fragmentation of the wealth sector continues to cause disruption in the industry. One key vendor category undergoing competitive pressure is that of investment platforms. More recent additions to the market have proved popular due to their…
by Adviser Ratings
Recent analysis of adviser’s movements for Quarter 2, illustrates not only a strengthening of the trend towards the preference for privately owned licensees, but also a preference for larger licensees, amongst advisers. This week we can take a look…
by Adviser Ratings
An interesting statistic came out of our recent adviser licensee movement analysis for Quarter 2, regarding the changing nature of licensees themselves. June figures show that or the first time in nearly 5 years, the number of discontinued licensees…
by Adviser Ratings
Changes to the structure of the life insurance market continue apace, echoing the disruption occurring elsewhere in the financial services industry. Regulatory changes and legacy issues with older insurance products are likely to cause problems for…