Deadline Looming for Thousands of Advisers
14 May 2025 by Risk Info
More than four thousand registered financial advisers have just over seven months to complete their minimum educational requirements in order to maintain their ‘existing adviser’ status. Findings contained in Adviser Ratings’ Musical Chair...
Profits on the rise for advice practices in 2025
12 May 2025 by Shy-ann Arkinstall, ifa
Early findings from Adviser Ratings’ annual report reveal a strong upward trend for advisers in 2025 as the profession enters a period of greater stability.
The advice practices generating $5m in revenue
8 May 2025 by Laura Dew, Money Management
Over half of advice practices are achieving profit margins of 20 per cent or more, according to Adviser Ratings, but practices with more than five advisers are seeing a significant revenue boost.
Advisers urged to avoid ‘regulatory waiting game’
3 April 2025 by Jasmine Siljic, Money Management
As the financial advice profession continues to wait on further legislation, industry commentators have encouraged advisers to act now in driving practice efficiency.
The $200b managed accounts market warrants more scrutiny
3 April 2025 by Aleks Vickovich
First, a disclosure: this author’s professionally advised SMSF is largely invested in a managed discretionary account (MDA). And so, by definition, he has no personal beef with managed accounts, nor does he believe them to be fundamentally...
Customer data deficit the Achilles’ heel for life insurers
27 March 2025 by Patrick Buncsi, FST Media
Despite their enormous information advantage, bigtech firms – including AWS, Meta and Google – have yet to make their long-anticipated move into the lucrative insurance space.
‘Little pieces of gold’ for advisers in federal budget
26 March 2025 by Jasmine Siljic, Money Management
While the measures in this year’s federal budget may seem minimal, MLC has broken down the client opportunities for financial advisers to maximise.
Adviser Ratings leads launch of SMA Reporting Standard framework
03 March 2025 by Shy-ann Arkinstall, ifa
Key advice industry stakeholders have formed a committee to standardise fee reporting for SMAs following an explosion of growth in the asset class over recent years.
FAR records in doubt for 12k advisers as qualification deadline looms
13 February 2025 by Keith Ford, ifa
Advisers need to urgently check their Financial Advisers Register status and ensure their records are updated ahead of the 1 January 2026 qualifications deadline, according to Adviser Ratings.