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ADVISER RATINGS
Financial planning
There is cause for “cautious optimism” about the adviser landscape in 2023, according to Adviser Ratings....
People & Products
Financial advice data and ratings agency, Adviser Ratings, has acquired wealth data analytics firm Beddoes Institute....
Financial planning
Over 90% of advisers say they plan to increase their fees next year, according to Adviser Ratings, despite fees already having risen 40% since 2018....
Financial planning
Some 650 advisers switched licensee in third quarter of 2022, the busiest quarter for over a year, according to Adviser Ratings' Musical Chairs report....
Financial planning
With adviser numbers having fallen below 16,000 for the first time this year, there has been a similar decline in the number of licensees, according to Adviser Ratings....
Editorial
The latest Adviser Ratings Landscape report has laid bare the state of the financial advice industry and the impact of adviser departures on consumers....
Financial planning
The latest Adviser Ratings’ Landscape Report has revealed advice affordability has led to 100,000 people being orphaned or ceasing to receive advice....
Financial planning
One-third of advisers are likely to have their rating downgraded as the firm incorporates more focus on education and professional standards....
Financial planning
Advisers should look at clients looking for one-off advice to build their prospective secondary client base, given that rising costs of advice delivery are driving down t...
Financial planning
The further consolidation of institutionally-held platforms combined with the emergence of new models will dominate the platform providers market in 2021, according to Ad...
Financial planning
The new tool is meant to help consumers find a financial adviser working at ASX trading participants....
People & Products
Adviser Ratings has looked to expand its footprint via the acquisition of CRM business, Crinkle Cut Digital....
Financial planning
Adviser Ratings has launched a crowd funding campaign to help improve the institutional conduct and transparency in the wealth management industry....
People & Products
Former Australian Securities and Investments Commission deputy chair Peter Kell is joining a panel on licensee reporting set up by Adviser Ratings....
Financial planning
Adviser Ratings, the firm that grew out of the Future of Financial Advice and the consumer movement, is now seeking to crowd-fund its growth initiatives....
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MARKET INSIGHTS
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...