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Angus Woods

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Angus Woods is the Managing Director of Adviser Ratings, a company focused on providing ratings and reviews of financial advisers to help consumers navigate the financial planning landscape. He has over 20 years of experience in the financial services industry, including previous executive roles at Macquarie Bank and as CFO of Virgin Money. His work at Adviser Ratings is driven by a commitment to improve the quality of financial advice available to consumers, particularly in the wake of the Global Financial Crisis, which highlighted issues with poor financial advice in the industry.123

Woods is passionate about creating innovative solutions that empower consumers and has been instrumental in developing a rating system that evaluates financial advisers based on various criteria, including communication, knowledge, customer care, and overall recommendation from clients.12

Highlights

Aug 27 · linkedin

In recent months, we introduced the ability for advisers to add languages to their Adviser Ratings profile.

My AI avatar, Steve, is calling for Mandarin speaking financial advisers (beyond the 46 who have updated this feature in the last month on Adviser Ratings) to update their profile.

Mandarin is the second most spoken language at home with 700k Australians.

This is a small addition to make advice accessible to all Australians. Australia's largest "Find an Adviser" review site is now generating more than 40k new client leads each year across Adviser Ratings and our white label sites.

A surge in life / IP insurance leads amongst non-English ethnicities showcases the maturity in the understanding of the benefits of risk advice from this cohort of consumer.

Nicolás Katie Stacey Luke Michelle Zoe John Kuo

#advicematters #financialadvice #lifeinsurance

Aug 26 · linkedin

📊 Fund Flow Intention - 19 August to 25 August - FFI platform now live (daily data from ProductRex modelling).

Email Scott Nicolai if you are interested in the trial access link and the product roadmap.

The power of the data is showcasing the initial establishment of a clients' portfolio or rebalancing clients' strategies - on average, SOA flows take 30-60 days to occur from the date modelled with rebalancing occurring in 0-30 days.

ProductRex new weekly users - 15 Overall active users - 3,846* Overall advisers represented - 5,780* Weekly Scenarios modelled - $442M Overall number of SMAs - 1,831

  • Data matching is automated, but also cleaned weekly (with new logic implemented) to ensure accurate representation.

💡 Weekly takeaway:

Advisers across 139 licensees were constructing portfolios this week. Within these portfolios, there were 143 asset managers and 140 platforms or super funds (including iterations of those platforms - ie Investment, Super).

Of the 1,464 products modelled, the top 10 net inflows (ex "standard" Cash & TDs).

Note - I have excluded private label SMAs, direct share and direct property investment. New product development / insight coming.

  • BlackRock's iShares S&P 500 ETF
  • Implemented Portfolios No. 3 ETF
  • Vanguard Australia's Australian Shares Index ETF
  • Hyperion Asset Management Limited - Australian Growth Companies
  • Arrowstreet Global Equity Fund (through Macquarie Group)
  • Betashares - Australian Resources Sector ETF
  • Watershed Funds Management's Balanced SMA
  • Vanguard's MSCI Australian Small Companies ETF
  • Hyperion Asset Management Limited - Global Growth Companies (Managed Fund)
  • La Trobe Financial - 12 month term account

Nick Nicolás Stacey Luke Christy Katie

#portfolioconstruction #fundflowintention #productrecommendations #predictivedata #databricks

Related Questions

What inspired Angus Woods to start Adviser Ratings?
What were Angus Woods' key roles at Macquarie Bank and Virgin Money?
How did the GFC influence Angus Woods' career path?
What are some innovative solutions Angus Woods has led at Adviser Ratings?
How does Angus Woods ensure the accuracy of Adviser Ratings?
Angus Woods
Angus Woods, photo 1
Angus Woods, photo 2
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Location

Greater Sydney Area