Intensive study offered for lagging advisers
26 June 2025 by Penny Pryor, Self Managed Super Magazine
Kaplan Professional has announced a six-week intensive study period to help practitioners who still have not met the financial adviser standards education requirements and will consider the potential to add more intensives.
Efficiency viewed as greatest platform differentiator for advisers
26 June 2025 by Laura Dew
Two advice platforms have been identified by Adviser Ratings as standouts for efficiency as advisers become evermore fickle in their platform selection.
‘Not just generic support’: Advisers demanding more from BDM relationships
23 June 2025 by Shy-Ann Arkinstall, ifa
According to Adviser Ratings’ analysis, business development managers (BDMs) can make or break the adviser experience, with even the top-rated platforms at risk if they are unable to deliver the level of service advisers have come to expec...
Avoiding the regulatory pitfalls of outsourcing
30 May 2025 by Shy-Ann Arkinstall, Money Management
According to Adviser Ratings, financial advice firms must ensure they think strategically about the use of offshore or third-party operations rather than just consider them as a form of cost-cutting.
Platforms set to play crucial role in the future of advice
26 May 2025 by Shy-Ann Arkinstall, ifa
As the intergenerational wealth transfer begins, new research has revealed a valuable opportunity for advisers and platforms to work together to meet the needs of young Australians. An early look at Adviser Ratings’ 2025 Landscape Report r...
Advice sector welcomes stability ahead of retiree wave
23 May 2025 by Shy-Ann Arkinstall, Money Management
The financial advice profession has reached a period of relative stability, according to Adviser Ratings, enabling industry participants to prepare for the incoming silver tsunami.
Advisers committed to the industry as advice becomes ‘in vogue’ again
21 May 2025 by Beata Kuczynska, Professional Planner
The overwhelming majority of advisers are committed to staying in the industry, underscoring a distinct cultural shift in the profession since the aftermath of the Hayne royal commission.
74% of advice practices now use AI, surpassing global average
19 May 2025 by Shy-Ann Arkinstall. ifa
According to Adviser Ratings, last year, less than half (45 per cent) of Australian advice practices indicated that they were using or planning to integrate AI into their businesses. A year later and data from the yet-to-be-released 2025 A...
The charging divide between advisers and consumers
16 May 2025 by Shy-Ann Arkinstall, Money Management
Adviser Ratings’ Q1 2025 Musical Chairs Report has revealed that advisers need to charge an average of between $3,000 and $4,000 per client annually just to remain viable and cover the mounting costs.