‘Maturing and adaptive’: Risk advice models all about execution
27 August 2025 by Keith Ford, ifa
The number of financial advisers writing risk hasn’t increased, but a new report has found the disparity between the high and low ends has begun to shrink. In its latest Financial Advice Landscape Report, Adviser Ratings split advisers wh...
The red flags of a poor advice AFSL
20 August 2025 by Laura Dew, Money Management
With licensee switching on the rise, particularly for newer advisers, compliance expert Sean Graham has shared red flags to watch out for when making the jump to a new Australian Financial Services licensee (AFSL). Adviser Ratings Australi...
A-REITs outflows surge as advisers favour private markets
19 August 2025 by Laura Dew, Money Management
Outflows have doubled in the property and infrastructure space to $1.3 billion with advisers instead favouring private markets as Morningstar data finds active property funds are struggling to outperform. According to the latest Adviser Ra...
Unchecked CLSR will ‘bankrupt everybody’: FAAA
19 August 2025 by Chris Dastoor, Professional Planner
The Financial Advice Association Australia believes the current consultation on the Compensation Scheme of Last Resort special levy will set a precedent on how special levies will be funded in the future and should be spread as widely as p...
What are the implications of shifting investment approaches?
18 August 2025 by Keith Ford, ifa
The shift towards passive investment strategies in recent years has been “modest”, according to a new report, however the changing dynamics of advisers’ investment approach has implications across the entirety of how firms do business.
Recruiters say support staff still in demand despite rise in outsourcing
15 August 2025 by Oksana Patron, Professional Planner
Strong demand for senior advisers still drives the recruitment market, but client services candidates are highly sought after despite outsourcing becoming an emerging alternative. Recent data from Adviser Ratings found the ratio of support...
Why do advisers leave a firm after their PY?
14 August 2025 by Shy-Ann Arkinstall, Money Management
A quarter of advisers who commenced on the FAR within the last two years have already switched licensees or practices, adding validity to practice owners’ professional year (PY) concerns.
More clients and more money: Average clients, fees, and FUA all up in 2025
14 August 2025 by Keith Ford, ifa
The latest Adviser Ratings report has revealed that financial advisers are seeing more clients – who have more investable assets than ever before – and are charging higher fees for their services.
Large AFSLs see significant growth amid advice consolidation
13 August 2025 by Laura Dew, Money Management
The shift in scale and consolidation has led to substantial growth in large privately owned licensees, which have tipped past 20 per cent of advisers for the first time to make up 28.3 per cent of the industry.