Product 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.
What common business pitfalls should advisers dodge in 2025?
15 January 2025 by Jasmine Siljic, Money Management
There are seven key mistakes that financial advice businesses need to steer clear of in 2025, according to Adviser Ratings.
Once-in-a-generation opportunity’ to reimagine the SOA
10 January 2025 by Shy-ann Arkinstall, Independent Financial Adviser
As advisers return to the office for the new year, Adviser Ratings is urging them to consider the opportunities for growth and betterment across their practices and processes in 2025, particularly in relation to statements of advice (SOA).
Advice firms encouraged to broaden tech usage
9 January 2025 by Laura Dew, Money Management
The use of technology and data analytics will be a way for successful advice firms to grow in 2025, according to Adviser Ratings.
Insignia, DBFO, CSLR and Cbus dominate 2024 coverage
19 December 2024 by Beata Kuczynska and Chris Dastoor, Professional Planner
Troubled industry fund Cbus found itself in hot water on several occasions this year and escalating negative media coverage began driving member outflows. Data from Adviser Ratings-owned ProductRex found Cbus’ outflows were rivalling those...
Taking a 'blank canvas approach' to post-DBFO SOAs
10 December 2024 by Shy-ann Arkinstall, Independent Financial Adviser
According to Adviser Ratings, the “liberation from SOA requirements” with the coming legislative reforms is an opportunity for advisers to completely reimagine advice documentation for the future.
'Long-term investment': CPD driving up practice revenue
9 December 2024 by Shy-ann Arkinstall, Independent Finacial Adviser
As the end of the year approaches, many advisers will find themselves attending conferences and other industry events. While this could be viewed in a positive and negative light, depending on the adviser, the latest data has found that th...
Want out of Cbus? Here’s how to pick a good super fund
6 December 2024 by Michelle Bowes, Australian Financial Review
The 920,000-odd members of industry superannuation fund Cbus may have been alarmed by reports of links to militant unions and failures of governance. Data from Adviser Ratings, which tracks the movement of financially advised clients’ mone...
SOA replacement presents ‘blank canvas’ for advisers
6 December 2024 by Laura Dew, Money Management
The development of a new advice document presents a “blank canvas” for advisers to create a suitable document replacing statements of advice (SOAs).