ADVISER RATINGS

Financial planning

While specialist advice firms have become an increasingly popular business model in recent years, industry analysis reveals whether there are financial benefits to be gai...

Financial planning

Financial advice practices need to combine both their professional skills and credibility with digital access if they wish to compete with finfluencers for younger client...

Financial planning

While the advice profession struggles under growing operating costs, Adviser Ratings has found more than half of practices – some 58 per cent – that generate less than $2...

Financial planning

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

Funds management

Outflows have doubled in the property and infrastructure space to $1.3 billion with advisers instead favouring private markets as Morningstar data finds active property f...

Financial planning

A quarter of advisers who commenced on the FAR within the last two years have already switched licensees or practices, adding validity to practice owners’ professional ye...

Financial planning

The shift in scale and consolidation has led to substantial growth in large privately owned licensees, which have tipped past 20 per cent of advisers for the first time t...

Financial planning

Financial advice has an important role to play in navigating family discussions around inheritance, according to CFS, with younger generations expecting a windfall of mor...

Financial planning

Platform-based superannuation funds are beating out industry fund models when it comes to adviser satisfaction, with service quality playing a key role in advisers’ decis...

Financial planning

Adviser Ratings has argued that it’s time for more advisers to utilise digital engagement tools available to them as a disconnect grows between consumers seeking advice f...

Financial planning

Going forwards, advisers’ use of platforms will be divided into those “core” offerings and “peripheral” ones, with those in the latter category facing an existential thre...

Financial planning

Two advice platforms have been identified by Adviser Ratings as standouts for efficiency as time-pressured advisers become evermore fickle in their platform selection. ...

Financial planning

Traditional relationships between advisers and business development managers are evolving, with the expectations for them to provide meaningful guidance to the advice pra...

Financial planning

Rising advice fees has prompted Radar Results to increase its price guide to a minimum of $3,000 per client to reflect the changing shape of the adviser landscape....

Financial planning

Advice practices with up-to-date business plans are twice as likely to achieve high profitability, according to Adviser Ratings, but getting stuck in development mode can...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks 1 day ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 3 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

4 weeks ago
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