ADVISER RATINGS
Financial planning
Data from the latest Adviser Ratings’ Landscape Report of adviser sentiment has found there could still be thousands more exits over the next few years as a question mark...
Financial planning
There is a “strong intent” by advice firms to increase their use of technology and integrate it into their business, according to Adviser Ratings....
Financial planning
Despite over 12,000 financial advisers leaving over the last four years, Adviser Ratings reveals that almost a quarter are thinking of following suit in 2023....
Financial planning
Adviser Ratings has provided a closer look at some of the themes expected to dominate the advice industry this year....
Financial planning
High numbers of clients are seeking one-off advice, according to Adviser Ratings, with some firms opting to choose them over lower-value recurring clients....
Financial planning
There is cause for “cautious optimism” about the adviser landscape in 2023, according to Adviser Ratings....
People & Products
Financial advice data and ratings agency, Adviser Ratings, has acquired wealth data analytics firm Beddoes Institute....
Financial planning
Over 90% of advisers say they plan to increase their fees next year, according to Adviser Ratings, despite fees already having risen 40% since 2018....
Financial planning
Some 650 advisers switched licensee in third quarter of 2022, the busiest quarter for over a year, according to Adviser Ratings' Musical Chairs report....
Financial planning
With adviser numbers having fallen below 16,000 for the first time this year, there has been a similar decline in the number of licensees, according to Adviser Ratings....
Editorial
The latest Adviser Ratings Landscape report has laid bare the state of the financial advice industry and the impact of adviser departures on consumers....
Financial planning
The latest Adviser Ratings’ Landscape Report has revealed advice affordability has led to 100,000 people being orphaned or ceasing to receive advice....
Financial planning
One-third of advisers are likely to have their rating downgraded as the firm incorporates more focus on education and professional standards....
Financial planning
Advisers should look at clients looking for one-off advice to build their prospective secondary client base, given that rising costs of advice delivery are driving down t...
Financial planning
The further consolidation of institutionally-held platforms combined with the emergence of new models will dominate the platform providers market in 2021, according to Ad...
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MARKET INSIGHTS
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...