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Financial planning
The latest Adviser Ratings’ Landscape Report has revealed advice affordability has led to 100,000 people being orphaned or ceasing to receive advice....
Financial planning
One-third of advisers are likely to have their rating downgraded as the firm incorporates more focus on education and professional standards....
Financial planning
Advisers should look at clients looking for one-off advice to build their prospective secondary client base, given that rising costs of advice delivery are driving down t...
Financial planning
Adviser Ratings has launched a crowd funding campaign to help improve the institutional conduct and transparency in the wealth management industry....
Financial planning
Adviser Ratings, the firm that grew out of the Future of Financial Advice and the consumer movement, is now seeking to crowd-fund its growth initiatives....
Financial planning
Independent Financial Advisers are emerging as winners from the Royal Commission as clients shift away from bank-aligned advisers....
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Podcast
I am reading a lot about the unfairness of CSLR, QAR etc etc and it is clear that there is massive inequity taking place...
Sorry, every July I meet with each client who signs off on their FDS which disclosed adviser fees paid for the last 12 m...
Meanwhile the government says it wants to lower the cost of advice. The governments regulator is ballooning how much t...