UNSW and Adviser Ratings land SMA research grant
5 August 2025 by Alex Driscoll, ifa
Adviser Ratings and UNSW are set to undertake a research project covering the standardisation of SMA fee reporting after securing a grant from the Department of Education’s National Industry PhD Program.
Push to serve 200 clients throws adviser burnout risk into spotlight
5 August 2025 by Darcy Song, Professional Planner
Just under 15,400 financial advisers on the ASIC Financial Advisers Register are currently servicing 1.8 million clients, according to data from Adviser Ratings, which translates to an average of 115 clients per adviser. However, many prof...
‘Reimagining’ relationship with advisers could help insurers thrive
28 July 2025 by Alex Driscoll, ifa
Despite grim headlines for the Australian life insurance sector, recent data shows that by shifting their relationship with advisers, insurers can not only meet challenges but thrive. According to Adviser Ratings data, advice practices tha...
Adviser favour critical as platform consolidation continues
28 July 2025 by Shy-Ann Arkinstall, Money Management
The pressure is on for technology providers as Investment Trends’ latest industry report reveals advisers are consolidating their platform use, directing the majority of funds to one primary platform.
Switch to retirement planning key for firms to thrive
18 July 2025 by Alex Driscoll, ifa
With the retirement income covenant now in effect – the need to move accumulation-focused retirement planning to decumulation – adviser satisfaction is becoming more important, with data from Adviser Ratings’ upcoming Australian Financial ...
What can advisers learn from finfluencers?
2 July 2025 by Shy-Ann Arkinstall, Money Management
Adviser Ratings has argued that it’s time for more advisers to utilise the technology available to them for digital engagement as a disconnect grows between finfluencers and professionals.
Why platform efficiency is the biggest factor for advisers
30 June 2025 by Laura Dew, ifa
According to research firm Adviser Ratings, a platform’s feature set is no longer the key differentiator for advisers, with operational efficiency and speed now top of the list.
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.