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ADVISER RATINGS
Financial planning
Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes legislation...
Financial planning
The development of a new advice document presents a “blank canvas” for advisers to create a suitable document replacing statements of advice, says Adviser Ratings....
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
As the Australian financial advice industry undergoes transformative change, Adviser Ratings pinpoints five key trends characterising the future of the profession....
Financial planning
The third quarter of 2024 saw the first positive increase in adviser numbers for 12 months, according to the latest quarterly Musical Chairs report, with new entrants ove...
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
Strategic technology integration and clearly defined advice propositions are two critical elements for building a successfully scaled advice model, Adviser Ratings unpack...
Financial planning
Clients are exhibiting multiple concerns on the intergenerational wealth transfer, making it imperative for advisers to address these fears through comprehensive strategi...
Financial planning
Unlocking the potential of one-off clients and transitioning them into ongoing advisory relationships start with reducing fee barriers, according to Adviser Ratings....
Financial planning
The majority of financial advice practices enjoying revenue growth are putting this towards growing their adviser teams, according to new research....
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
Adviser Ratings’ quarterly data has uncovered the top 10 financial advice licensees for growth and losses in the second quarter of the 2024 calendar year....
Features
With business owners very rarely planning their exit from the advice practice in advance, three experts underscore why succession planning is critical for long-term succe...
Financial planning
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
Investment Trends has uncovered the annual average technology spend of financial advice firms and how advisers are adopting artificial intelligence in their everyday proc...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....