ADVISER RATINGS
Financial planning
The new tool is meant to help consumers find a financial adviser working at ASX trading participants....
People & Products
Adviser Ratings has looked to expand its footprint via the acquisition of CRM business, Crinkle Cut Digital....
Financial planning
Adviser Ratings has launched a crowd funding campaign to help improve the institutional conduct and transparency in the wealth management industry....
People & Products
Former Australian Securities and Investments Commission deputy chair Peter Kell is joining a panel on licensee reporting set up by Adviser Ratings....
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....
Accounting
New data from Adviser Ratings suggests there more than 1,000 advisers who have found themselves without a licensee or have exited the industry....
Outsider
Outsider was pleased to see his old mate and former Australian Securities and Investment Commission deputy chairman, Peter Kell, bob up as part of an external ratings com...
Financial planning
Adviser Ratings has entered into a commercial arrangement with platform provider Netwealth to provide data and insights on adviser intentions....
Financial planning
Independent Financial Advisers are emerging as winners from the Royal Commission as clients shift away from bank-aligned advisers....
Financial planning
The quality of 1,800 financial advice licensees will be rated under a new ratings system proposed by Adviser Ratings....
Financial planning
Netwealth, AdviserNETgain and Lonsec have stood out as category winners in Adviser Ratings’ 2018 Financial Advice Landscape Report, although financial advisers are highly...
Life/Risk
Aon and Adviser Ratings have entered a partnership to launch a cyber-insurance policy for advisers to allow them to take out cyber liability insurance....
Financial planning
Adviser Ratings has signed a referral deal with Small Business First to provide small businesses access to financial planners who would accept referrals from them. ...
Financial planning
Adviser Ratings has released a survey to advisers to understand who they thought were the best and worst insurers following ASIC’s review into life insurance claims....
Financial planning
The AFA has turned to Adviser Ratings to help educate the public about the value of financial advice....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...