A spotlight on Australia’s average financial adviserA spotlight on Australia’s average financial adviserA spotlight on Australia’s average financial adviser

1 May 2023 by Jasmine Silijic, Money Management

In its 2023 Landscape report, data agency Adviser Ratings has examined what you can expect from the average financial adviser in Australia.

A state-by-state look at the adviser landscapeA state-by-state look at the adviser landscapeA state-by-state look at the adviser landscape

28 April 2023 by Laura Dew, Money Management

The latest annual Adviser Ratings Landscape report has found two states have managed to increase their average funds under administration per adviser by over 40 per cent since 2018.

Adviser Ratings’ Landscape Report showcases the profession’s revivalAdviser Ratings’ Landscape Report showcases the profession’s revivalAdviser Ratings’ Landscape Report showcases the profession’s revival

27 April 2023 by Adviser Ratings

Australia’s most comprehensive snapshot of the wealth management industry, the Adviser Ratings Landscape Report, shows the advice profession is finally experiencing renewal after years of setbacks.

Practices want new clients but at the expense of less profitable onesPractices want new clients but at the expense of less profitable onesPractices want new clients but at the expense of less profitable ones

27 April 2023 by Chris Dastoor, Professional Planner

Over one-third of advice practices actively plan to take on more clients but it will most likely be at the expense of less profitable ones. According to findings from the latest Adviser Ratings ‘Landscape Report’, these practices are clear...

AI-powered ‘robo-advisers’ could plug financial advice gapAI-powered ‘robo-advisers’ could plug financial advice gapAI-powered ‘robo-advisers’ could plug financial advice gap

26 April 2023 by John Collett, The Sydney Morning Herald

Australians seeking financial advice may soon be able to get it from high-powered artificial intelligence “robo-advisers”, with experts expecting the underserved sector to be in the sights of the rapidly expanding AI industry. Angus Woods...

Advisers urged to beware of greenwashing traps in ESG investmentsAdvisers urged to beware of greenwashing traps in ESG investmentsAdvisers urged to beware of greenwashing traps in ESG investments

24 April 2023 by Independent Financial Adviser

As greenwashing becomes more prevalent, financial advisers are being urged to do their due diligence when researching companies and their ESG practices. According to Adviser Ratings, both clients and advisers are increasingly wanting to i...

New data reinforces value of experience pathwayNew data reinforces value of experience pathwayNew data reinforces value of experience pathway

14 April 2023 by Maja Garaca Djurdjevic, Independent Financial Adviser

Earlier this week, Adviser Ratings’ Financial Advice Landscape Report suggested that 10 per cent of advisers intend to leave the industry, while another 12 per cent are uncertain about their future. “While it’s unlikely that every adviser...

Advice fees jump by 40% in 5 yearsAdvice fees jump by 40% in 5 yearsAdvice fees jump by 40% in 5 years

13 April 2023 by Independent Financial Adviser

As many as 9 in 10 advisers plan to lift their fees further on the back of inflation, interest rates, and other cost pressures, research from the Adviser Ratings Landscape Report has revealed. In the past year alone, advisers have increas...

Advice fees rise 40 per cent in five yearsAdvice fees rise 40 per cent in five yearsAdvice fees rise 40 per cent in five years

13 April 2023 by Laura Dew, Money Management

Financial advice fees have risen by close to 40 per cent over the last five years and the majority of advisers expect to hike fees further in the coming years, according to research. The latest Adviser Landscape Report from Adviser Rating...

 
 
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