HUB24 expands holistic offering with myprosperity acquisition
3 May 2023 by Chris Dastoor, Professional Planner
In a move to further expand a holistic advice offering, platform provider HUB24 has acquired tech integration service myprosperity. The latest Adviser Ratings landscape report found HUB24 led the way in every category it measured the perf...
What does the average Australian adviser look like?
3 May 2023 by Keith Ford, Independent Financial Adviser
Last week, Adviser Ratings released its 2023 Australian Financial Advice Landscape report, which provides a snapshot of the wealth management industry. According to the report, the average age for an Australian adviser has dropped from 51...
Adviser interest in active funds grows amid volatile market conditions
1 May 2023 by Jessica Penny, Independent Financial Adviser
Advisers are leaning towards active funds in the volatile environment. Adviser Ratings’ latest report has found that advisers plan on riding out recent market volatility with an “eclectic mix of investment vehicles”.
A spotlight on Australia’s average financial adviser
1 May 2023 by Jasmine Silijic, Money Management
In its 2023 Landscape report, data agency Adviser Ratings has examined what you can expect from the average financial adviser in Australia.
A state-by-state look at the adviser landscape
28 April 2023 by Laura Dew, Money Management
The latest annual Adviser Ratings Landscape report has found two states have managed to increase their average funds under administration per adviser by over 40 per cent since 2018.
Adviser Ratings’ Landscape Report showcases the profession’s revival
27 April 2023 by Adviser Ratings
Australia’s most comprehensive snapshot of the wealth management industry, the Adviser Ratings Landscape Report, shows the advice profession is finally experiencing renewal after years of setbacks.
Practices want new clients but at the expense of less profitable ones
27 April 2023 by Chris Dastoor, Professional Planner
Over one-third of advice practices actively plan to take on more clients but it will most likely be at the expense of less profitable ones. According to findings from the latest Adviser Ratings ‘Landscape Report’, these practices are clear...
AI-powered ‘robo-advisers’ could plug financial advice gap
26 April 2023 by John Collett, The Sydney Morning Herald
Australians seeking financial advice may soon be able to get it from high-powered artificial intelligence “robo-advisers”, with experts expecting the underserved sector to be in the sights of the rapidly expanding AI industry. Angus Woods...
Advisers urged to beware of greenwashing traps in ESG investments
24 April 2023 by Independent Financial Adviser
As greenwashing becomes more prevalent, financial advisers are being urged to do their due diligence when researching companies and their ESG practices. According to Adviser Ratings, both clients and advisers are increasingly wanting to i...