ADVISER RATINGS

Financial planning

Investment Trends has uncovered the annual average technology spend of financial advice firms and how advisers are adopting artificial intelligence in their everyday proc...

Features

The rise of self-licensed financial advisers is creating a “once in a generation” opportunity for platforms as they are prompted to select their platform of choice for th...

Financial planning

With the median annual advice fee up by 58 per cent from 2018, financial advisers are being encouraged to ensure clients confidently see value in the price they pay each ...

Funds management

Demand for ETFs is only set to climb higher with over one-third of financial advisers planning to lift their ETF allocation in the next 12 months....

Funds management

Adviser Ratings has crowned the asset class which received the highest net flows and organic growth throughout last year, while all other categories saw modest net outflo...

Financial planning

Adviser Ratings’ latest report has unearthed which two Australian states are servicing the highest number of clients and enjoying the largest funds under advice. ...

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

Over seven in 10 financial advice practices that embrace technology are enjoying profits above 10 per cent, compared to just 43 per cent of firms that have not done so....

Financial planning

Australia’s looming intergenerational wealth transfer remains a crucial opportunity for financial advisers, with 14 per cent of consumers looking to transfer $1 million o...

Financial planning

Financial adviser has been identified as a job that is at “high risk from AI disruption”, but industry commentators say such technologies will enhance their role rather t...

Financial planning

With 66 per cent of newly established advice licensees being sole advisers, what are the risks and legal ramifications to consider when taking the plunge into self-licens...

Financial planning

Two separate studies have discovered the majority of advised clients prefer to pay a flat fee for financial advice, while unearthing how much they are willing to pay for ...

Financial planning

Two industry executives have highlighted why financial advice practices are less focused on adviser recruitment, as technology means they can service more clients with fe...

Financial planning

Single adviser-led firms continue to expand their footprint in the Australian advice ecosystem, Adviser Ratings research shows, as market conditions prove favourable for ...

Financial planning

As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the cli...

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MARKET INSIGHTS

Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

4 hours 59 minutes ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

4 hours 59 minutes ago
One foot out the door

Based on Deloitte’s numbers, growth from 15,819 to 16,708 is a gain of 889 advisers, representing 177 advisers each year...

6 hours ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

2 days 22 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

6 days 23 hours ago