advice fees

Financial planning

Winning over the unadvised amid $3.5tn wealth wave

Lower fees and trustworthiness are the top factors enticing unadvised Australians to seek a financial adviser, according to Fidelity International, common across all gene...

Financial planning

So long, farewell: Why do clients leave their financial adviser?

Netwealth research has uncovered the top reasons why advised clients stop seeing their financial adviser, despite clients’ perception of value growing over time. ...

Financial planning

Advisers experiencing ‘champagne problem’ with pricing power

The financial advice industry is experiencing a “champagne problem” regarding pricing, with advice firms seeing no need to cut their prices to remain competitive. ...

Financial planning

Should advisers detail regulatory fees to their clients?

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...

Financial planning

Harnessing DBFO for client-centric fee models

As DBFO reforms around fees take effect, Adviser Ratings explores how advice businesses can adopt more transparent and client-centric pricing models in 2025....

Financial planning

Quality over quantity: Advisers servicing fewer clients

Financial advisers are finding they are able to increase profits at their practices with fewer clients, according to Investment Trends, allowing them to focus their atten...

Financial planning

Advisers debate whether to charge for an initial meeting

Money Management speaks with five advisers on whether or not they charge for their initial meetings, as Elixir Consulting finds the volume opting to charge has doubled si...

Financial planning

Cost remains persistent barrier against retirement advice

The high cost of receiving financial advice continues to be a barrier preventing half of retirees from seeking an adviser’s support, Vanguard’s latest data shows....

Financial planning

How should advice practices charge their clients?

Two separate studies have discovered the majority of advised clients prefer to pay a flat fee for financial advice, while unearthing how much they are willing to pay for ...

Financial planning

ASIC puts super funds on notice over advice fee deductions

ASIC has called on superannuation funds to improve their oversight of advice fee deductions following an investigation of 10 trustees that found $990 million was charged ...

Financial planning

FAAA urges ATO to refine tax deductibility of advice fees

The FAAA is calling on the ATO to refine its position on the tax deductibility of financial advice fees related to advice to clients with pre-existing investments....

Financial planning

How much would unadvised Aussies pay for advice?

Investment Trends has uncovered the amount of money unadvised Australians are prepared to pay for financial advice, with 1.3 million individuals planning to see an advise...

Financial planning

ATO offers guidance on deductibility of advice fees

The Australian Taxation Office has provided updated rules on the tax deductibility of financial advice fees....

Financial planning

Advisers short-selling themselves by up to 50%: WT Financial

Advice firms should be targeting as much as $700,000 per annum per adviser in ongoing advice fees as clients could be willing to pay higher advice fees than advisers are ...

Financial planning

Advisory firms best able to weather fee pressures

Advisory firms are the only part of the investment value chain to escape fee pressure over the last five years in the face of shrinking margins and rising costs, accordin...