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 ...
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.
Professional Planner: Fee hikes have created more “manageable” books, with the average number of clients per adviser now under three figures. The findings come as recent data from Adviser Ratings and Iress also show the best practices in t...
An increasing number of people seeking financial advice to help them navigate complex rules and regulations, particularly around retirement planning, are being locked out of advice as financial adviser fees continue to climb. Figures from ...
A new quarterly report by Adviser Ratings reveals the advice profession remains relatively stable despite the continued outflow of advisers. According to Adviser Ratings’ 2024 Q2 Database Report, the number of advisers dropped in July last...
"Dear Ms Wise, I inherited some money from an elderly relative about 10 years ago. I found a financial adviser through a personal recommendation – Fast-forward several years, he gets made a partner with one of the fancy firms and sacks me ...
Adviser Ratings’ recent 2024 Advice Landscape report has revealed how advisers are using AI technology in their businesses to boost efficiency and productivity.
Over the past two years, more businesses are adding fewer support staff to their payroll. Instead, they are turning to technology-based solutions, such as AI, for better efficiency and lower cost support. This trajectory is according to th...
According to Intelliflo, newly released insights highlight the importance of advice practices adopting technology and becoming more efficient, especially as the market changes. It’s a view we’ve held for a long time, and it’s now been echo...