ADVISER RATINGS
Financial planning
According to Adviser Ratings, financial advice firms must ensure they think strategically about the use of offshore or third-party operations rather than just consider th...
Financial planning
The financial advice profession has reached a period of relative stability, according to Adviser Ratings, enabling industry participants to prepare for the incoming silve...
Financial planning
Only a third of Australians are willing to pay more than $500 for advice, thousands of dollars behind what advisers need to charge just to stay in business....
Financial planning
The number of advisers currently using or planning to use artificial intelligence in their practices has risen substantially to almost three-quarters of firms, according ...
Financial planning
Large AFSLs with more than 100 advisers are seeing the largest losses in both adviser and AFSL numbers as individuals seek a smaller, personal vision in their work....
Financial planning
Those financial advice practices which are seeing the strongest profitability and revenue growth share four similar characteristics in how they run their businesses. ...
Financial planning
Adviser Ratings’ latest financial landscape report finds there is a demographic of advice practices achieving an average revenue of $5 million, with only 3 per cent of pr...
Financial planning
With the election taking place on Saturday (3 May), Adviser Ratings examines how the two major parties could shape the advice industry in the future....
Financial planning
Financial advice firms have told Adviser Ratings they are planning to increase their compliance spend by almost a third, including on enhancements to their cyber security...
Financial planning
As the financial advice profession continues to wait on further DBFO legislation, industry commentators have encouraged advisers to act now in driving practice efficiency...
Financial planning
Advisers may say they struggle to meet their ethics CPD requirements, but the learnings are paying off as research finds it has helped to reduce adviser misconduct and fi...
Financial planning
As assets in separately managed accounts reach $200 billion, industry stakeholders have formed a committee to standardise their fee reporting....
Financial planning
Time is “rapidly running out” for a critical group of 4,100 advisers if they wish to meet the deadline for their education requirements, according to Adviser Ratings. ...
Financial planning
The proportion of advisers working at a privately owned licensee rose to 78 per cent in the fourth quarter of 2024 as over 1,000 advisers left a diversified firm. ...
Financial planning
With consumers often unaware of the full extent of underlying costs in operating an advice practice, Adviser Ratings debates whether regulatory charges should be separate...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...