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ADVISER RATINGS
Financial planning
Adviser numbers saw a quarterly rise for the first time in five years, according to the latest Musical Chairs report from Adviser Ratings....
Funds management
The naming of ESG funds could be a hindrance to flows as growing regulatory enforcement action against greenwashing prompts investors to seek out those funds that “fly un...
Financial planning
In its 2023 Landscape report, data agency Adviser Ratings has examined what you can expect from the average financial adviser and their practice in Australia....
Financial planning
The latest annual Adviser Ratings Landscape report has revealed state-wide statistics and which ones are coming out on top by increasing their clients and their funds und...
Financial planning
Financial advice fees have risen by close to 40 per cent over the last five years and the majority of advisers expect to hike fees further in the coming years, according ...
Financial planning
Data from the latest Adviser Ratings’ Landscape Report of adviser sentiment has found there could still be thousands more exits over the next few years as a question mark...
Financial planning
There is a “strong intent” by advice firms to increase their use of technology and integrate it into their business, according to Adviser Ratings....
Financial planning
Despite over 12,000 financial advisers leaving over the last four years, Adviser Ratings reveals that almost a quarter are thinking of following suit in 2023....
Financial planning
Adviser Ratings has provided a closer look at some of the themes expected to dominate the advice industry this year....
Financial planning
High numbers of clients are seeking one-off advice, according to Adviser Ratings, with some firms opting to choose them over lower-value recurring clients....
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....
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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...