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ADVISER RATINGS
Life/Risk
The declining volume of risk advisers meant KPMG has found a rising lapse rate for insurance policies arranged by independent financial advisers, particularly in the TPD ...
Financial planning
While business plans are a necessity to drive growth and resilience in financial advice firms, only a third of sole practitioners have one, Adviser Ratings reveals. ...
Financial planning
Less than half of advisers wrote a life insurance policy in the first half of the year, according to Adviser Ratings, while Deloitte has identified a group of underinsure...
Financial planning
A suburb in Victoria has been crowned as the top suburb by opportunity for financial advisers, according to data from Adviser Ratings....
Financial planning
HUB24 managing director, Andrew Alcock, believes there is a “clear pack of winners” gaining market share as traditional platforms exit while flagging the possibility of a...
People & Products
There are three standout platforms dominating the advice market, based on feedback to Adviser Ratings, as the shrinking pool of advisers become a powerful arbiter....
Financial planning
With Insignia launching a new co-equity model, AMP could look to follow in its footsteps, according to Adviser Ratings....
Financial planning
In the last 12 months, there’s been a marked improvement in future planning among mature firms, according to Adviser Ratings, but younger firms have yet to follow suit....
Financial planning
Less than 1 per cent of total advisers are ‘pure risk’ advisers as commission changes and premium increases drive them out of the profession or into new advice careers, s...
People & Products
The platform’s wealth data and sentiment business ARdata announced its completed acquisition of investment and superannuation system ProductRex....
Financial planning
There continues to be slow but steady growth in adviser numbers, with the number increasing to 15,846 following a small net gain of one adviser this week, according to We...
Financial planning
Adviser numbers saw a quarterly rise for the first time in five years, according to the latest Musical Chairs report from Adviser Ratings....
Funds management
The naming of ESG funds could be a hindrance to flows as growing regulatory enforcement action against greenwashing prompts investors to seek out those funds that “fly un...
Financial planning
In its 2023 Landscape report, data agency Adviser Ratings has examined what you can expect from the average financial adviser and their practice in Australia....
Financial planning
The latest annual Adviser Ratings Landscape report has revealed state-wide statistics and which ones are coming out on top by increasing their clients and their funds und...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...