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.
18 pc jump in ongoing advice fees significantly outpacing inflation: ARdata
12 August 2025 by Chris Dastoor, Professional Planner
The median ongoing advice fee has increased 18 per cent in 2025, reaching $4668, with the total increase over the past five years hitting 67 per cent according to Adviser Ratings.
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 ...