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Advisers seek personal touch from smaller licenseesAdvisers seek personal touch from smaller licenseesAdvisers seek personal touch from smaller licensees

14 May 2025 by Laura Dew, Money Management

Large AFSLs with more than 100 advisers are seeing the largest losses in both adviser and AFSL numbers as individuals seek a smaller, personal vision. The latest Adviser Ratings quarterly Musical Chairs Report explored financial adviser an...

Financial advisers face competition from digital solutionsFinancial advisers face competition from digital solutionsFinancial advisers face competition from digital solutions

13 May 2025 by Australian Financial Review

Australians are looking for cheaper financial advice options, leaving the door open for digital solutions to gain a foothold in the advice industry.

Profits on the rise for advice practices in 2025Profits on the rise for advice practices in 2025Profits on the rise for advice practices in 2025

12 May 2025 by Shy-ann Arkinstall, ifa

Early findings from Adviser Ratings’ annual report reveal a strong upward trend for advisers in 2025 as the profession enters a period of greater stability.

The advice practices generating $5m in revenueThe advice practices generating $5m in revenueThe advice practices generating $5m in revenue

8 May 2025 by Laura Dew, Money Management

Over half of advice practices are achieving profit margins of 20 per cent or more, according to Adviser Ratings, but practices with more than five advisers are seeing a significant revenue boost.

Advisers urged to avoid ‘regulatory waiting game’Advisers urged to avoid ‘regulatory waiting game’Advisers urged to avoid ‘regulatory waiting game’

3 April 2025 by Jasmine Siljic, Money Management

As the financial advice profession continues to wait on further legislation, industry commentators have encouraged advisers to act now in driving practice efficiency.

The $200b managed accounts market warrants more scrutinyThe $200b managed accounts market warrants more scrutinyThe $200b managed accounts market warrants more scrutiny

3 April 2025 by Aleks Vickovich

First, a disclosure: this author’s professionally advised SMSF is largely invested in a managed discretionary account (MDA). And so, by definition, he has no personal beef with managed accounts, nor does he believe them to be fundamentally...

Customer data deficit the Achilles’ heel for life insurersCustomer data deficit the Achilles’ heel for life insurersCustomer data deficit the Achilles’ heel for life insurers

27 March 2025 by Patrick Buncsi, FST Media

Despite their enormous information advantage, bigtech firms – including AWS, Meta and Google – have yet to make their long-anticipated move into the lucrative insurance space.

‘Little pieces of gold’ for advisers in federal budget‘Little pieces of gold’ for advisers in federal budget‘Little pieces of gold’ for advisers in federal budget

26 March 2025 by Jasmine Siljic, Money Management

While the measures in this year’s federal budget may seem minimal, MLC has broken down the client opportunities for financial advisers to maximise.

Adviser Ratings leads launch of SMA Reporting Standard frameworkAdviser Ratings leads launch of SMA Reporting Standard frameworkAdviser Ratings leads launch of SMA Reporting Standard framework

03 March 2025 by Shy-ann Arkinstall, ifa

Key advice industry stakeholders have formed a committee to standardise fee reporting for SMAs following an explosion of growth in the asset class over recent years.

 
 
 
 
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