‘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
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 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...
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.
A-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...
What are the implications of shifting investment approaches?
18 August 2025 by Keith Ford, ifa
The shift towards passive investment strategies in recent years has been “modest”, according to a new report, however the changing dynamics of advisers’ investment approach has implications across the entirety of how firms do business.
Recruiters say support staff still in demand despite rise in outsourcing
15 August 2025 by Oksana Patron, Professional Planner
Strong demand for senior advisers still drives the recruitment market, but client services candidates are highly sought after despite outsourcing becoming an emerging alternative. Recent data from Adviser Ratings found the ratio of support...
Why do advisers leave a firm after their PY?
14 August 2025 by Shy-Ann Arkinstall, Money Management
A quarter of advisers who commenced on the FAR within the last two years have already switched licensees or practices, adding validity to practice owners’ professional year (PY) concerns.
More clients and more money: Average clients, fees, and FUA all up in 2025
14 August 2025 by Keith Ford, ifa
The latest Adviser Ratings report has revealed that financial advisers are seeing more clients – who have more investable assets than ever before – and are charging higher fees for their services.