Adviser Ratings

Accounting

New data points to homeless or exiting advisers

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

Kell, Zinn and the familiar faces at Adviser Ratings

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 in data deal with Netwealth

Adviser Ratings has entered into a commercial arrangement with platform provider Netwealth to provide data and insights on adviser intentions....

Financial planning

IFAs benefiting from RC fallout

Independent Financial Advisers are emerging as winners from the Royal Commission as clients shift away from bank-aligned advisers....

Financial planning

Adviser Ratings to rate firms under new system

The quality of 1,800 financial advice licensees will be rated under a new ratings system proposed by Adviser Ratings....

Financial planning

Advisers “highly dissatisfied” with tech incumbents

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 partner on cyber insurance

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 inks deal with small businesses

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 releases insurer survey

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....