ANGUS WOODS

Financial planning

Data from Adviser Ratings’ upcoming Advice Landscape Report has painted a picture of the average advice practice in 2024, including the profit margins and revenue of top-...

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....

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Financial planning

One-third of advisers are likely to have their rating downgraded as the firm incorporates more focus on education and professional standards....

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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...

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Financial planning

Adviser Ratings has launched a crowd funding campaign to help improve the institutional conduct and transparency in the wealth management industry....

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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....

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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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MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 22 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 20 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 23 hours ago