‘The PY is just the beginning’: Ensuring successful adviser retention‘The PY is just the beginning’: Ensuring successful adviser retention‘The PY is just the beginning’: Ensuring successful adviser retention

8 September 2025 by Shy-Ann Arkinstall, Money Management

This concern isn’t necessarily unfounded with Adviser Ratings’ 2025 Australian Financial Advice Landscape report showing that individuals that hit the Financial Advisers Register (FAR) from 1 January 2019 only spend an average of 18 months...

‘Tsunami’ of retirees set to triple adviser demand by 2055‘Tsunami’ of retirees set to triple adviser demand by 2055‘Tsunami’ of retirees set to triple adviser demand by 2055

8 September 2025 by Alex Driscoll, ifa

Adviser Ratings’ 2025 Australian Financial Advice Landscape Report projects that adviser numbers must climb from 15,500 today to more than 50,000 over the next three decades. The challenge stems from what Marshan Consulting founder Ben Mar...

Adviser movement continues to disrupt profession as industry looks to growAdviser movement continues to disrupt profession as industry looks to growAdviser movement continues to disrupt profession as industry looks to grow

2 September 2025 by Alex Driscoll, ifa

Data released in the Adviser Ratings Q2 2025 Adviser Musical Chairs report shows it is clear that the issue of a shrinking adviser pool is not looking like it will reverse anytime soon. With a net decrease of 324 advisers, only 103 new joi...

Adviser growth stalls after 7-week climbAdviser growth stalls after 7-week climbAdviser growth stalls after 7-week climb

29 August 2025 by Shy-Ann Arkinstall, ifa

After steady gains since the start of the new financial year, financial adviser numbers have plateaued, with Wealth Data showing just a single net increase for the week. Taking a longer view, Adviser Ratings’ Q2 2025 Musical Chairs Report ...

Insignia v Entireti: Competing philosophies for building a business

27 August 2025 by Laura Dew, Money Management

While the profession continues to see consolidation at the top, a new report from Adviser Ratings has compared the business model of Insignia and Entireti and how they are shaping the professional landscape.

What does a ‘premiership team’ look like in financial advice?What does a ‘premiership team’ look like in financial advice?What does a ‘premiership team’ look like in financial advice?

27 August 2025 by Laura Dew, Money Management

What does a ‘premiership team’ look like in financial advice? Today’s top performers aren’t just outgrowing or out-marketing peers; they’re out-culturing them. They’ve built high-trust, values-led environments where the right behaviours dr...

‘Maturing and adaptive’: Risk advice models all about execution‘Maturing and adaptive’: Risk advice models all about execution‘Maturing and adaptive’: Risk advice models all about execution

27 August 2025 by Keith Ford, ifa

The number of financial advisers writing risk hasn’t increased, but a new report has found the disparity between the high and low ends has begun to shrink. In its latest Financial Advice Landscape Report, Adviser Ratings split advisers wh...

The red flags of a poor advice AFSLThe red flags of a poor advice AFSLThe red flags of a poor advice AFSL

20 August 2025 by Laura Dew, Money Management

With licensee switching on the rise, particularly for newer advisers, compliance expert Sean Graham has shared red flags to watch out for when making the jump to a new Australian Financial Services licensee (AFSL). Adviser Ratings Australi...

A-REITs outflows surge as advisers favour private marketsA-REITs outflows surge as advisers favour private marketsA-REITs outflows surge as advisers favour private markets

19 August 2025 by Laura Dew

Outflows have doubled in the property and infrastructure space to $1.3 billion with advisers instead favouring private markets as Morningstar data finds active property funds are struggling to outperform. According to the latest Adviser Ra...

 
 
 
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