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....

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Financial planning

Adviser Ratings has provided a closer look at some of the themes expected to dominate the advice industry this year....

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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....

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Financial planning

There is cause for “cautious optimism” about the adviser landscape in 2023, according to Adviser Ratings....

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People & Products

Financial advice data and ratings agency, Adviser Ratings, has acquired wealth data analytics firm Beddoes Institute....

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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....

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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....

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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....

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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....

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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....

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Financial planning

One-third of advisers are likely to have their rating downgraded as the firm incorporates more focus on education and professional standards....

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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...

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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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Financial planning

The new tool is meant to help consumers find a financial adviser working at ASX trading participants....

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People & Products

Adviser Ratings has looked to expand its footprint via the acquisition of CRM business, Crinkle Cut Digital....

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Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

2 days 7 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

2 days 8 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

2 days 8 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago