Practice numbers fall as firms continue to consolidate: reportPractice numbers fall as firms continue to consolidate: reportPractice numbers fall as firms continue to consolidate: report

20 April 2026 by Alex Driscoll, ifa

Advice practice numbers continued to fall across the final quarter of 2025, pushed partly by the flurry of merger and acquisition activity across the sector, with larger firms consolidating their position. According to Adviser Ratings’ Mu...

The winners and losers in AFSL adviser gainsThe winners and losers in AFSL adviser gainsThe winners and losers in AFSL adviser gains

13 April 2026 by Shy-Ann Arkinstall, Money Management

In the aftermath of the education deadline and another major failure in Shield and First Guardian, Adviser Ratings has shared the top 10 AFSLs who won and lost advisers in Q4.

Realignment key theme as education deadline losses come into focusRealignment key theme as education deadline losses come into focusRealignment key theme as education deadline losses come into focus

8 April 2026 by Alex Driscoll, ifa

The final quarter of 2025 marked a period of “reckoning and realignment”, according to Adviser Ratings, with the full impact of the much talked-about education deadline becoming clear.

Count to acquire advice firm Oracle in $72m dealCount to acquire advice firm Oracle in $72m dealCount to acquire advice firm Oracle in $72m deal

31 March 2026 by Chris Dastoor, Professional Planner

ASX-listed Count will acquire financial advice firm Oracle Group for $72.2 million, adding 22 advisers to its employed advice channel. Adviser Ratings data shows Count has a combined 570 advisers across Count Financial, GPS Wealth, Parage...

Why one-off financial advice is so hard to getWhy one-off financial advice is so hard to getWhy one-off financial advice is so hard to get

27 March 2026 by Ryan Johnson, Money Mag

Getting financial advice on a single issue sounds simple enough. You have a question about buying a home, aged care, insurance or retirement - and you want to pay for help without signing up to an ongoing service. In practice, that can be...

Why one-off financial advice is so hard to get (1)Why one-off financial advice is so hard to get (1)Why one-off financial advice is so hard to get (1)

27 March 2026 by Ryan Johnson, Money Mag

Getting financial advice on a single issue sounds simple enough. You have a question about buying a home, aged care, insurance or retirement - and you want to pay for help without signing up to an ongoing service. In practice, that can be...

AMAFA launches adviser succession assessment toolAMAFA launches adviser succession assessment toolAMAFA launches adviser succession assessment tool

23 February 2026 by Shy-Ann Arkinstall, Money Management

Boutique dealer group AMAFA has unveiled a succession self-assessment tool to help advisers gauge the sustainability of their business ahead of the profession’s incoming retirement wave. The aging profession is expected to see many of it...

Three AI advice trends to watch in 2026Three AI advice trends to watch in 2026Three AI advice trends to watch in 2026

23 February 2026 by Nick Eatock, ifa

Three years ago, the Quality of Advice Review had just been handed down, the average adviser’s fee had surpassed $3,500 (according to Adviser Ratings), and the profession was grappling with how to get financial advice into more Australians...

‘We’re not trying to push SMAs’: Advisers challenge managed account premium‘We’re not trying to push SMAs’: Advisers challenge managed account premium‘We’re not trying to push SMAs’: Advisers challenge managed account premium

11 Feb, 2026 by Chris Dastoor, Professional Planner

Managed accounts promise efficiency for practices but whether or not they help clients is up for debate. ASIC announced in its FY26 priorities that it would conduct surveillance of AFSLs recommending and offering managed accounts to retai...

 
 
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