Advisers embracing tech for workflow management and client engagement
16 March 2023 by Maja Garaca Djurdjevic, Independent Financial Adviser
While 2022 didn’t signify a significant change in the adoption of new efficiency technology among advisers, a recent survey by Adviser Ratings revealed that advisers quickly turned to tools for advice production, workflow management, and a...
Advice firms keen to embrace technology
16 March 2023 by Laura Dew, Money Management
There is a “strong intent” by advice firms to increase their use of technology and integrate it into their business, according to Adviser Ratings. These were most likely to be used for online fact-finding, risk profiling, scaled advice an...
‘They need to see they’re represented’: The importance of women in advice
7 March 2023 by Nina Hendy, Professional Planner
As International Women’s Day rolls around for another year, the finance industry openly acknowledges that it needs to find new ways to better accommodate female planners.
Wealth managers urged to tap into growing market of women seeking financial advice
6 March 2023 by Independent Financial Adviser
Wealth managers are being urged to act now in order to tap into the growing market of women seeking financial advice.
Experience pathway keeping advice on the ‘cusp of a profession’
17 February 2023 by Chris Dastoor, Professional Planner
Plenty of concessions were already made when establishing the education standard for existing advisers making the experience pathway overkill, according to a panel discussion. According to data from Adviser Ratings from last November, the...
FPA chief Sarah Abood calls for changes in advice system to prevent exodus of financial...
3 February 2023 by Glenda Korporaal
Major changes to laws around provision of financial advice are needed to prevent the continued exodus of advisers from the industry, the Financial Planning Association has warned.
War for talent only just heating up: AR data
2 February 2023 by Chris Dastoor
Almost 80 per cent of advice practices are aiming to grow their client base but will struggle to service the additional business as the market for advisers is getting more competitive according to Adviser Ratings.
Nearly 25% of advisers consider departing the industry
2 February 2023 by Jasmine Siljic, Money Management Magazine
Despite over 12,000 financial advisers leaving over the last four years, Adviser Ratings reveals that almost a quarter are thinking of following suit in 2023.
Adviser numbers set to mourn more losses
2 February 2023 by Jessica Penny, Independent Financial Adviser
After losing more than 12,000 advisers over four years, the industry needs to prepare for continued declines, according to Adviser Ratings.