PROFITABILITY

Financial planning

A business consultant believes there is a proven correlation between advice businesses that develop and commit to a clear business plan and those that see higher profit o...

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

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

The days of financial advisers being “all things to all people” are behind us, according to this founder, as the cost to serve passes $4,000....

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

Increasing revenue per client is a strategic priority for over half of financial advice businesses, a new report has found, with documented processes being a key way to a...

Financial planning

For financial advisers and business owners seeking to run a top advice firm, Adviser Ratings has shared the characteristics of these leaders from top firms focusing on “s...

Financial planning

Financial advice practices with high profit margins charge annual client fees of $7,700 and keep their operational costs low, says Investment Trends’ Irene Guiamatsia....

Financial planning

Over seven in 10 financial advice practices that embrace technology are enjoying profits above 10 per cent, compared to just 43 per cent of firms that have not done so....

Financial planning

Self-licensed advisers are most likely to have seen their profit margins increase over the past 12 months, according to research by Investment Trends, as fees increase fo...

Financial planning

With advice practices recording a slight uplift in profitability after years of decline, Business Health has outlined five key trends contributing to the change. ...

Funds management

VanEck is set to launch its Vectors China New Economy ETF on the Australian Securities Exchange in November....

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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’...

3 months 1 week ago

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

4 months ago

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

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

4 days 11 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 3 days ago
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