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 ...
What can advisers learn from finfluencers?
2 July 2025 by Shy-Ann Arkinstall, Money Management
Adviser Ratings has argued that it’s time for more advisers to utilise the technology available to them for digital engagement as a disconnect grows between finfluencers and professionals.
Why platform efficiency is the biggest factor for advisers
30 June 2025 by Laura Dew, ifa
According to research firm Adviser Ratings, a platform’s feature set is no longer the key differentiator for advisers, with operational efficiency and speed now top of the list.
Intensive study offered for lagging advisers
26 June 2025 by Penny Pryor, Self Managed Super Magazine
Kaplan Professional has announced a six-week intensive study period to help practitioners who still have not met the financial adviser standards education requirements and will consider the potential to add more intensives.
Efficiency viewed as greatest platform differentiator for advisers
26 June 2025 by Laura Dew
Two advice platforms have been identified by Adviser Ratings as standouts for efficiency as advisers become evermore fickle in their platform selection.
‘Not just generic support’: Advisers demanding more from BDM relationships
23 June 2025 by Shy-Ann Arkinstall, ifa
According to Adviser Ratings’ analysis, business development managers (BDMs) can make or break the adviser experience, with even the top-rated platforms at risk if they are unable to deliver the level of service advisers have come to expec...
Avoiding the regulatory pitfalls of outsourcing
30 May 2025 by Shy-Ann Arkinstall, Money Management
According to Adviser Ratings, financial advice firms must ensure they think strategically about the use of offshore or third-party operations rather than just consider them as a form of cost-cutting.
Platforms set to play crucial role in the future of advice
26 May 2025 by Shy-Ann Arkinstall, ifa
As the intergenerational wealth transfer begins, new research has revealed a valuable opportunity for advisers and platforms to work together to meet the needs of young Australians. An early look at Adviser Ratings’ 2025 Landscape Report r...