by Adviser Ratings
Are the numbers from our “Q2 Musical Chairs Report” trends, or the result of "one offs" like Westpac’s move out of licensee land and the associated move of many of these advisers to Viridian. We can reveal here that Westpac contributed only around…
by Adviser Ratings
Up until the Royal Commission, the focus for financial planning software was on reducing time and increasing output. Now, the focus is on trying to increase compliance. With over 50% of advice being non-compliant, there is a huge amount of pressure…
by David Dall
Our Adviser Profile this week is David Dall, a Platinum Adviser with 134 client reviews and an average customer rating of 4.59 out of 5 stars. David advises from Shaw and Partners in Adelaide, SA.
by Johnson Leung
Where do l find a great financial adviser that can make at least 8% per year?
Don from Geelong
by Adviser Ratings
The unprecedented fragmentation of the advice industry and the high establishment rates of self-licensed boutique advice firms has fuelled growth for smaller players in the investment consultant arena. For smaller licensees, there is far more…
by Tim Henry
Platinum Adviser Tim Henry says: "In our role as Financial Advisers, we exist to help our clients set and achieve their goals. We all have goals in our life that we want to achieve. And we all face significant challenges that stand in the way of…
by Adviser Ratings
In our recent analysis of movements in the industry, we witnessed the continued migration of advisers towards privately held licensees and identified a preference towards larger licensees. Rather than relying on just the numbers and hard data, our…
by Adviser Ratings
The Commonwealth Bank has declared that in less than 10 months, it will cease providing licensee services through its aligned advice business Financial Wisdom. The move will affect over 300 advisers across Australia. The bank said these advisers…
by Adviser Ratings
Research houses in Australia have traditionally enjoyed the benefits of genuine barriers to entry regarding competition in their market. The dominant research houses in Australia have recently diversified into investment consulting and portfolio…