POWERED BY MOMENTUM MEDIA
ANGUS WOODS
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....
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...