Investors are pulling their super from Cbus as advisers turn against the industry fundInvestors are pulling their super from Cbus as advisers turn against the industry fundInvestors are pulling their super from Cbus as advisers turn against the industry fund

27 November 2024 by James Kirby, The Australian

The Cbus-led string of scandals at industry super funds is starting to hurt where it matters. Investors are switching money out as the self-managed super funds sector rebounds. New data from the Adviser Ratings group, which monitors invest...

Negative media coverage leads to Cbus outflowsNegative media coverage leads to Cbus outflowsNegative media coverage leads to Cbus outflows

25 November 2024 by Beata Kuczynska

Data from ProductRex, which is owned by Adviser Ratings, found that Cbus had $22 million of net outflows, just behind $24.5 million for AustralianSuper, between 12 and 19 November.

Thriving in the ‘brave new world of advice’Thriving in the ‘brave new world of advice’Thriving in the ‘brave new world of advice’

5 November 2024 by Jasmine Siljic, Money Management

Adviser Ratings has pinpointed five key trends characterising the future of the Australian financial advice profession. The research house’s quarterly Musical Chairs Report for Q3 2024 explored several themes that are currently emerging in...

Cracking the code to scaled advice deliveryCracking the code to scaled advice deliveryCracking the code to scaled advice delivery

24 October 2024 by Jasmine Siljic, Money Management

Strategic technology integration and clearly defined advice propositions are two critical elements for building a successfully scaled advice model, according to Adviser Ratings.

Advisers warned on outsourcing investment decisions to AIAdvisers warned on outsourcing investment decisions to AIAdvisers warned on outsourcing investment decisions to AI

21 Oct 2024 by Laura Dew, Money Management

Under new guidance, financial advisers who opt to use artificial intelligence (AI) to provide advice must be able to demonstrate to clients how they reached their decisions and why that option was taken.

The FASEA lessons for future privacy reformsThe FASEA lessons for future privacy reformsThe FASEA lessons for future privacy reforms

15 Oct 2024 by Laura Dew, Money Management

The advice industry’s experience with the disbanded Financial Adviser Standards and Ethics Authority (FASEA) regime should be a harbinger for any possible enhanced responsibilities for the Office of the Australian Information Commissioner ...

Tweak regulation to make advice profession more family friendlyTweak regulation to make advice profession more family friendlyTweak regulation to make advice profession more family friendly

09 Oct 2024 by Malavika Santhebennur

The FAAA CEO has called for regulation that increases flexibility for advisers who want to take career breaks to raise a family or recover from illnesses.

Risk advice under pressure: Working together for positive changeRisk advice under pressure: Working together for positive changeRisk advice under pressure: Working together for positive change

23 September 2024 by Marc Fabris, Independent Financial Adviser

Adviser Ratings reported that in 2023, just 480 advisers were responsible for writing half of all new business, highlighting a stark concentration of expertise.

Adviser gap contributes to Aussies’ limited life insurance knowledgeAdviser gap contributes to Aussies’ limited life insurance knowledgeAdviser gap contributes to Aussies’ limited life insurance knowledge

18 September 2024 by Shy-ann Arkinstall, Independent Financial Adviser

New data has revealed a sharp decline in new life insurance policies issued, plummeting from 103,000 in 2018 to just 44,000 in 2023, sparking calls for a rethink of how financial advisers could help enhance product penetration and customer...

 
 
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