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ADVISER RATINGS
Financial planning
Australia’s looming intergenerational wealth transfer remains a crucial opportunity for financial advisers, with 14 per cent of consumers looking to transfer $1 million o...
Financial planning
Financial adviser has been identified as a job that is at “high risk from AI disruption”, but industry commentators say such technologies will enhance their role rather t...
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...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...