Not rich enough! Why my financial adviser dumped me
17 July 2024 by Penny Wise, AFR
"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 ...
Jumping on board or holding out: How are advisers using AI?
9 July 2024 by Shy-ann Arkinstall, ifa
Adviser Ratings’ recent 2024 Advice Landscape report has revealed how advisers are using AI technology in their businesses to boost efficiency and productivity.
Say hi to AI: Outsourcing inevitable as support staff shrinkage continues
9 July 2024 by Beata Kuczynska, Professional Planner
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...
Why efficiency is key in a changing adviser landscape
8 July by Financial Newswire
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...
The ‘once in a generation’ platform opportunity
8 July 2024 by Laura Dew, Money Management
Platforms have a “once in a generation” opportunity currently as the rise of self-licensed financial advisers prompts advisers to select their platform of choice.
Value for money: Justifying rising fees to clients
3 July, 2024 by Jasmine Siljic, Money Management
With the median annual fee for advice up 58 per cent from 2018, financial advisers are being encouraged to ensure clients confidently see value in the price they pay.
The biggest puzzle in the lucrative world of financial planning is why nobody wants to ...
6 July, 2024 by James Kirby, The Australian
It’s never happened before, but the financial planning sector is so badly in need of new talent that it’s launching a recruitment drive. With only a trickle of new planners being hired each year, the industry is literally shrinking. And th...
Which 2 Aussie states have the highest FUA?
01 July 2024 by Jasmine Siljic, Money Management
Adviser Ratings’ latest report has unearthed which two Australian states are servicing the highest number of clients and enjoying the largest funds under advice (FUA).
Which asset class was the ‘biggest winner’ with advisers in 2023?
01 July 2024 by Jasmine Siljic, Money Management
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.