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The $200b managed accounts market warrants more scrutinyThe $200b managed accounts market warrants more scrutinyThe $200b managed accounts market warrants more scrutiny

3 April 2025 by Aleks Vickovich, Professional Planner

First, a disclosure: this author’s professionally advised SMSF is largely invested in a managed discretionary account (MDA). And so, by definition, he has no personal beef with managed accounts, nor does he believe them to be fundamentally...

Customer data deficit the Achilles’ heel for life insurersCustomer data deficit the Achilles’ heel for life insurersCustomer data deficit the Achilles’ heel for life insurers

27 March 2025 by Patrick Buncsi, FST Media

Despite their enormous information advantage, bigtech firms – including AWS, Meta and Google – have yet to make their long-anticipated move into the lucrative insurance space.

‘Little pieces of gold’ for advisers in federal budget‘Little pieces of gold’ for advisers in federal budget‘Little pieces of gold’ for advisers in federal budget

26 March 2025 by Jasmine Siljic, Money Management

While the measures in this year’s federal budget may seem minimal, MLC has broken down the client opportunities for financial advisers to maximise.

Adviser Ratings leads launch of SMA Reporting Standard frameworkAdviser Ratings leads launch of SMA Reporting Standard frameworkAdviser Ratings leads launch of SMA Reporting Standard framework

03 March 2025 by Shy-ann Arkinstall, ifa

Key advice industry stakeholders have formed a committee to standardise fee reporting for SMAs following an explosion of growth in the asset class over recent years.

FAR records in doubt for 12k advisers as qualification deadline loomsFAR records in doubt for 12k advisers as qualification deadline loomsFAR records in doubt for 12k advisers as qualification deadline looms

13 February 2025 by Keith Ford, ifa

Advisers need to urgently check their Financial Advisers Register status and ensure their records are updated ahead of the 1 January 2026 qualifications deadline, according to Adviser Ratings.

Over 4,000 advisers cutting it close for education deadlineOver 4,000 advisers cutting it close for education deadlineOver 4,000 advisers cutting it close for education deadline

12 February 2025 by Jasmine Silijic, Money Management

Time is “rapidly running out” for a critical group of 4,100 advisers if they wish to meet the deadline for their education requirements, according to Adviser Ratings.

Client fee increases slowing after 7-year climbClient fee increases slowing after 7-year climbClient fee increases slowing after 7-year climb

24 January 2025 by Shy-ann Arkinstall, ifa

Advisers are hitting the brakes on advice fees after years of steep increases that saw the median cost of advice almost double in less than a decade.

Harnessing DBFO for client-centric fee modelsHarnessing DBFO for client-centric fee modelsHarnessing DBFO for client-centric fee models

22 January 2025 by Jasmine Silijic, Money Management

Adviser Ratings has explored how advice businesses can adopt more transparent and client-centric fee models in 2025.

Product provider relationships as critical as client communicationProduct provider relationships as critical as client communicationProduct provider relationships as critical as client communication

16 January 2025 by Shy-Ann Arkinstall, ifa

As financial advisers return to business following the holidays and prepare for the year ahead, Adviser Ratings has said there are a number of “deadly sins” advisers should be mindful of, lest they fall afoul.

 
 
 
 
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