How are advisers navigating intergenerational wealth transfers?
9 September 2024 by Shy-ann Arkinstall, Independent Financial Adviser
According to data from Adviser Ratings, more than half (52 per cent) of advice clients are planning to transfer at least $200,000 to the next generation.
How can advisers mitigate wealth transfer concerns?
5 September 2024 by Jasmine Siljic, Money Management
Clients are exhibiting a number of concerns on the intergenerational wealth transfer, making it imperative for advisers to address these fears.
Fewer Australian Firms Planning Significant Increases in Adviser Numbers
3 September 2024 by Risk Info
The Australian financial advice industry is showing a trend towards stability in practices’ adviser numbers for 2024, with fewer firms planning significant increases compared to 2023, according to Adviser Ratings.
Advice firms taking a ‘cautious’ approach to growth
23 August 2024 by Shy-ann Arkinstall, ifa
According to Adviser Ratings, a recent survey indicated that 41 per cent of advice businesses are planning on keeping roughly the same number of advisers, up from 37 per cent in 2023.
Strong revenue drives staff growth for advice practices
22 August 2024 by Jasmine Siljic, Money Management
The majority of financial advice practices enjoying revenue growth have intentions to grow their adviser teams, indicating a strong correlation between the two factors.
Adviser numbers stabilise, only 1% drop in Q2 2024
16 August 2024 by Shy-ann Arkinstal, IFA
After five turbulent years following the royal commission in 2019, the latest Adviser Ratings report reveals signs of relative stabilisation for the advice profession.
The licensees that led Q2 adviser growth
15 August 2024 by Jasmine Siljic, Money Management
Adviser Ratings has uncovered the top 10 financial advice licensees for growth and losses in the second quarter of the calendar year.
AMP deal shows the real value is in advice, not licensing
8 August 2024 by Chris Dastoor, Professional Planner
AMP’s deal with Entireti adds further proof that it is better to be in the business of advice than licensing. As part of its half-year results announcement to the ASX on Thursday morning, AMP unveiled a strategic partnership with Entireti ...
What it will take to bring advisers back to life
5 August 2024 by Beata Kuczynska, Professional Planner
Cast your mind back to 2017. The life insurance space was flourishing. The average Australian had relatively easy access to a financial adviser who could provide affordable advice. Not anymore.