Why SMA transparency is necessary and desirable
12 December 2025 by Simon Hoyle, Professional Planner
A standardised reporting framework for separately managed accounts (SMAs) is both necessary and inevitable, the Professional Planner Researcher Forum has heard. But getting to an SMA standard will require collaboration between platforms, ...
SMA reporting standard reaches ‘starting point’ consensus
12 December 2025 by Simon Hoyle, Professional Planner
The need for a standardised reporting framework for separately managed accounts (SMAs) is urgent and can’t being delayed by demanding that it be perfect from day one, or it risks opening the door to allow the regulator to dictate the issue...
Larger firms thrive and industry trends towards consolidation: report
24 November 2025 by Alex Driscoll, ifa
While data is showing that adviser numbers are slowly recovering, most capacity is is trending towards large, well-resourced firms, highlighting an industry slowing marching towards consolidation. According to Adviser Ratings’ Adviser Mus...
The AI opportunity is huge, but integration and limits are vital
24 November 2025 by Nick Eatock, ifa
Advisers are embracing artificial intelligence to save time and money, but as the technology rapidly evolves, practices will face key decisions about which AI they use, how trustworthy it is, and how they apply it to consistently improve t...
Efficiency bottlenecks hinder client capacity growth
24 November 2025 by Shy-Ann Arkinstall, Money Management
Colonial First State’s (CFS) 2025 Advice Practice Profitability report has revealed advisers are now serving more ongoing clients, however, 82 per cent are still looking to increase their client capacity. This comes as demand for advice c...
HUB24 unveils integrated solution targeting adviser productivity
20 November 2025 by Shy-Ann Arkinstall, Money Management
At the FAAA Congress in Perth this week, fintech firm HUB24 announced it is developing an integrated advice solution, myhub, to address productivity challenges in the industry. According to Adviser Ratings’ Q3 2025 Musical Chairs report, ...
FAAA issues urgent alarm on lagging education compliance
19 November 2025 by Laura Dew, Money Management
The Financial Advice Association Australia (FAAA) has written to over 2,000 applicable members, warning them to act fast to meet the education deadline. Earlier this month, Adviser Ratings estimated that 545 advisers are a high risk of ...
Scaling practices depends on AI: FAAA
19 November 2025 by Karren Vergara, Financial Standard
The financial advice industry cannot rely on hiring more advisers to scale practices, rather it needs to prioritise the adoption of new technology that will also help meet unprecedented demand for advice over the next five years, this year...
Succession plans, M&A drive practice market shifts
18 November 2025 by Shy-Ann Arkinstall, Money Management
Adviser Ratings’ Q3 2025 Musical Chairs report has noted a shift in the advice practice landscape as M&A activity continues to tick up and firms enact succession plans.