Find an adviser or ask an adviser for free on our Q&A form

Learn finance and industry insights through our curated articles, videos and adviser Q&A's

More Adviser Ratings

Adviser Ratings
Adviser sign-up
Adviser login
  • Latest
  • Find advisers
  • Read & learn
    Browse all
    Articles & Guides
    Adviser Q&As
    Videos
  • Leave a review
  • Ask an adviser
  • Latest
  • Learn
    Videos
    Articles & Guides
    Adviser Q&As
  • Find
    Find an adviser
    Ask an
    adviser tool
  • Review
    Review an Adviser
  • More
    Contact us
    FAQs for Consumers
    Terms of Use & Privacy
    About us & Our Rating System
    Join as an adviser
    Login as an adviser

Categories

Close
  • Select type:
Categories
  • Sort:
  • Name
  • Status
  • Reviews
  • Rating
  • Article
    The Great Rebalancing: Why Advisers No Longer Care About Your Investment Menu

    Australia's platform market has fundamentally shifted toward performance-driven selection, with advisers now prioritising operational speed over traditional pricing and investment features. Platform consolidation rapidly accelerates as advisers systematically eliminate underperformers, while sophisticated in-house solutions achieving 65- 85+ satisfaction scores directly threaten existing commercial providers. Top performers capture 74% of net flows.

    Adviser Ratings

  • Article
    Weekly Financial Advice Recap: June 18-25, 2025

    ASIC cracks down on adviser compliance as numbers plunge. Busy with EOFY? Catch the week’s key updates in one quick read.

    Adviser Ratings

  • Ask an Adviser
    Ask an Adviser - Will the Age Pension Support My Retirement Plans?

    Thinking about when to retire and funding options? This week, financial advisers Declan Thomas and Mark Candy explain how the Age Pension works and key eligibility requirements for Aussies. Read on as they respond to Gerry, who’s planning to retire in the next 10-15 years, with insights on how the Age Pension could support his funding and retirement timing for a comfortable future.

    Adviser Ratings

  • Article
    Beyond the Coffee Catch-Up: How BDMs Are Becoming Strategic Powerhouses

    The role of Business Development Managers (BDMs) in the eyes of financial advice professionals is evolving from relationship management to strategic consulting. Advisers seek BDMs who understand their practice dynamics and offer valuable insights for growth. However, performance varies regionally, highlighting the need for enhanced engagement and industry-specific knowledge among BDM teams.

    Adviser Ratings

  • Ask an Adviser
    Ask an Adviser – Did My Adviser Miss the Chance to Protect My Super Before the Crash?

    Lisa, is retired and questioning whether her financial adviser missed a key chance to sell down shares in her super before this year’s market crash. Advisers Lucky Manna, Ryan Hateley, and Mark Candy weigh in for this week's Ask an Adviser series.

    Adviser Ratings

  • Article
    A Hard Day's Plight: Financial Advisers Face Outsourcing Dilemma

    Australian financial advice practices are increasingly outsourcing operations, resulting in 8% fewer administrative staff and 9% fewer paraplanners due to offshore arrangements. ASIC's heightened regulatory scrutiny of data security and privacy in offshore outsourcing presents compliance challenges. Successful practices must balance efficiency gains with robust risk management frameworks to navigate evolving regulatory requirements.

    Adviser Ratings

  • Article
    The Hottest 100 Strategy: Blueprint Your Practice's Greatest Hits for FY26

    As financial year 2024-25 ends, the Musical Chairs Report and upcoming Landscape Report provide essential benchmarking tools for advice practices. Key trends include modest adviser growth, continued shift to privately-owned licensees, pricing challenges, technology ROI, and succession planning needs. These insights are crucial for strategic FY25-26 business planning.

    Adviser Ratings

  • Article
    The AI Revolution in Financial Advice: Australian Practices Leading Global Adoption

    Australian financial advice practices lead global AI adoption at 74%, surpassing the 64% worldwide average. AI primarily streamlines documentation, client engagement, and marketing. While ASIC warns about governance gaps, the technology promises to reduce costs and increase accessibility. Only 36% of practices pay for enterprise-grade AI solutions, indicating room for growth.

    Adviser Ratings

  • Ask an Adviser
    Ask An Adviser: Can I Recover My Long-Forgotten Bitcoin?

    In this week’s Ask an Adviser segment, Holly wonders if an old Bitcoin investment on a mining platform can be recovered without records. Nick Zvezdakoski of Strategic Wealth explores possible ways to track lost crypto, from checking past transactions to seeking professional help. Discover what steps might help and the challenges involved.

    Nick Zvezdakoski

  • Article
    CARs to the Left of Me, Budgets to the Right — Here I Am, Stuck in the Middle of an Election with You

    The financial advice sector faces significant regulatory transitions with DBFO reforms and the 2025/26 Federal Budget announcement. The reforms include superannuation advice changes and replacing SOAs with CARs, but lack critical elements. The pre-election budget introduces modest tax cuts and additional regulatory oversight measures.

    Adviser Ratings

  • Article
    The $4 Trillion Super Secret: Why Advisers Choose Differently

    New data reveals a stark disconnect: while AustralianSuper and other industry giants lead APRA's rankings, adviser fund flows tell a different story. HUB24 and Netwealth dominate NPS scores as advisers prioritise technology integration and operational efficiency—creating two distinct superannuation markets with fundamentally different growth trajectories and competitive landscapes.

    Adviser Ratings

  • Ask an Adviser
    Ask An Adviser - In My 50s and Sorting My Finances: Should I Invest or Hold Back After Trump’s Return?

    With the kids out of the house and retirement approaching, James from Caboolture is finally focusing on his finances. But Donald Trump’s return to the U.S. presidency has rattled markets, and his unpredictable economic stance is creating fresh uncertainty. Should Australians like James invest amid the volatility, or sit tight? Financial advisers Jo Brassett, Michael McGowan and Rory D’Agostino offer guidance...

    Adviser Ratings

  • Article
    The Unsung Guardians: How Financial Advisers Protect Communities from Fraud

    New research shows that financial advisers protect entire communities from fraud. As the number of advisers declined following regulatory reforms, areas with higher adviser attrition saw 8.8% more fraud incidents. The study underscores advisers as "unsung guardians," whose influence extends beyond direct clients through knowledge sharing and fraud prevention.

    Adviser Ratings

  • Article
    The True Cost of Advice: Why Your Financial Adviser Isn't Getting Rich

    While we all know they are there, the mandatory costs financial advisers face annually, including licensee services, PI insurance, and regulatory levies totalling between $36,896-$83,877 per adviser per year. We explore whether separating government charges from advice fees could improve transparency and understanding of the true cost of advice while discussing industry challenges in making advice more affordable for Australians.

    Adviser Ratings

  • Article
    Every Step Counts: Your FAR Destination Must Be Reached in 11 Months

    With just 11 months until the FAR update deadline, breaking down the numbers reveals just how critical this compliance hurdle has become.

    Adviser Ratings

  • Adviser Ratings

    • About us
    • Our Rating System
    • Terms of use
    • Privacy
    • Contact us
    • News & Media
  • For consumers

    • Review your adviser
    • FAQs for consumers
    • Find advisers
    • Ask an adviser
  • For professionals

    • Join as an adviser
    • FAQs for advisers
    • Adviser login

While we may facilitate the review and introduction of advisers, customers of Adviser Ratings will be responsible for entering into their own agreement with advisers introduced through our website. Adviser Ratings does not provide personal financial advice nor do we recommend or suggest a particular adviser is right for you. We provide information of a general nature and we do not take into consideration your personal objectives, financial situation or needs. Always consider whether the advice and information you are provided suits your needs. Adviser Ratings does not endorse, accept or adopt the advisers on our site, the content of any profiles or the comments or discussion in any community forums. For further information about how we rate our advisers, click here.

Adviser Ratings Pty Ltd (ABN 18 154 273 640 ) is a Sydney based company located at Level 22, Tower 3, 300 Barangaroo Avenue, Sydney, NSW, 2000, Australia.

Facebook LinkedIn Twitter Contact us

© 2024 Adviser Ratings Pty Ltd.