ADVISER RATINGS

Financial planning

With 66 per cent of newly established advice licensees being sole advisers, what are the risks and legal ramifications to consider when taking the plunge into self-licens...

Financial planning

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

Two industry executives have highlighted why financial advice practices are less focused on adviser recruitment, as technology means they can service more clients with fe...

Financial planning

Single adviser-led firms continue to expand their footprint in the Australian advice ecosystem, Adviser Ratings research shows, as market conditions prove favourable for ...

Financial planning

As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the cli...

People & Products

Adviser Ratings has appointed a new product director to its ranks, while Zenith Investment Partners welcomes back a former partner and senior investment consultant to the...

Financial planning

A complex series of factors can cause financial advisers to get caught up in professional indemnity insurance claims – Numerisk’s Richard Silberman shares how to avoid su...

Financial planning

Adviser Ratings has entered a strategic partnership with Numerisk to introduce a professional indemnity insurance solution, aimed at opening up adviser supply and improvi...

Financial planning

Over half of advisers are now using managed accounts with their clients, according to Adviser Ratings, a rise of 50 per cent since 2019....

Financial planning

There remains a “strong appetite” for solo operators in the financial advice space, according to the latest Adviser Ratings Musical Chairs report, making up over half of ...

Financial planning

Adviser Ratings has revealed that over 60 per cent of financial advice practices are enjoying profit margins above 20 per cent, heralding a new era of salary growth, stab...

Funds management

Research from Adviser Ratings reveals investors are increasingly prioritising long-term financial stability over ESG investment as the cost of living bites, a contrast to...

People & Products

Adviser Ratings has identified two smaller platforms, which are making inroads in challenging established players in the market, as well as eight factors driving advisers...

Financial planning

While the Quality of Advice Review is expected to positively impact financial adviser numbers, Rainmaker’s new projections underline the continuous challenge they face to...

Financial planning

There are signs the financial advice industry is stabilising as Q3 2023 demonstrated the second-lowest number of exits in five years, according to Adviser Ratings’ quarte...

 

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David Williams

'Hypersensitised' advice is likely to be successful if based on a more hypersensitive approach to each person. This is ...

5 hours 32 minutes ago
JOHN GILLIES

I CAN NOT THINK OF A WORD TO SAY HOW BLOODY STUPID CAN YOU GET JG...

1 day 2 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....

10 months 1 week 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 4 weeks ago

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

10 months 1 week ago