Fixed interest has been crowned as the asset class which received the highest net flows and organic growth throughout last year, according to Adviser Ratings.
Almost a third of advised clients will transfer more than $500,000 to beneficiaries, according to Adviser Ratings’ latest report.
According to the latest Adviser Ratings Australian Financial Advice Landscape report, more than two-thirds (68 per cent) of Australians see the benefit of having a professional financial adviser.
In a webinar regarding Adviser Ratings’ upcoming Advice Landscape 2024 report, Adviser Ratings managing director Angus Woods ran through some of the findings from the report prior to its release, which is expected on 27 June.
The average adviser has seen a salary increase, while the average advice practice makes a 21 per cent profit margin, according to Adviser Ratings. The researcher’s 2024 Advice Landscape report found the optimal advice practice has a 40 pe...
Australia’s looming intergenerational wealth transfer remains a crucial opportunity for financial advisers, with 14 per cent looking to transfer $1 million or more. Recent findings from Adviser Ratings revealed the amount of funds which c...
Financial advisers may be at “high risk from AI disruption”, but industry commentators say such technologies will enhance the role of an adviser, rather than replace them. Research from Adviser Ratings last month found 47 per cent of advi...
More advice practices are moving away from large dealer groups, instead opting for self-licensing, in search of greater independence and autonomy within their businesses, according to the head of an insurance and risk advice firm. Adviser...
While there is renewed confidence in advice, businesses are at full capacity while facing talent shortage, a business consultancy specialist said. Data from Adviser Ratings last year revealed that almost 3,000 advice practices have shut s...