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Tech Stack: Streamlining the Investment Industry Tech Stack: Streamlining the Investment Industry Tech Stack: Streamlining the Investment Industry

by Adviser Ratings

How does your tech stack measure up to industry standards? Reshaping the dynamics for financial advisers, integrated software solutions and research tools are not just about convenience—they're a game-changer for efficiency and client engagement.…

Ask An Adviser - How Can I Protect My Super Incase Of A Global Financial Crisis? Ask An Adviser - How Can I Protect My Super Incase Of A Global Financial Crisis? Ask An Adviser - How Can I Protect My Super Incase Of A Global Financial Crisis?

by Dishna Wijenayake

Dishna Wijenayake, financial adviser at Brillo Wealth Management in Melbourne answers a question from Greg who is nearing retirement and wants to know how best to ensure his super is not too depleted if another GFC occurs soon.

Weekly Adviser Movements for Australia up to June 13, 2024 Weekly Adviser Movements for Australia up to June 13, 2024 Weekly Adviser Movements for Australia up to June 13, 2024

by Adviser Ratings

Tune in for the latest industry insights and your weekly update on where advisers are leaving and heading to, in this short video with Luke Withers.

Profit Boost: The Transformation of Australian Advice Practices Through Tech Profit Boost: The Transformation of Australian Advice Practices Through Tech Profit Boost: The Transformation of Australian Advice Practices Through Tech

by Adviser Ratings

In the evolving landscape of financial advice, technology is key to boosting profitability. Australian practices tell us where they are streamlining operations with tech while cutting staff costs and significantly enhancing efficiency. How are you…

Advisers Answer A Question On Early Retirement After Redundancy And Accessing Superannuation Advisers Answer A Question On Early Retirement After Redundancy And Accessing Superannuation Advisers Answer A Question On Early Retirement After Redundancy And Accessing…

by Adviser Ratings

Tony is looking to retire early after redundancy and wants to know whether his super and pension is accessible while working part-time. See how financial advisers tackle this week's consumer question, as part of our Ask an Adviser series.

The Face of Financial Advice: What the Average Australian Adviser Looks Like in 2024 The Face of Financial Advice: What the Average Australian Adviser Looks Like in 2024 The Face of Financial Advice: What the Average Australian Adviser Looks Like in 2024

by Adviser Ratings

With increasing workloads and changing financial landscapes, how are advisers adapting? How much are advisers earning now? What fees are they charging? Explore the key insights and industry trends that highlight the evolving profession and find out…

Advice Fees Rise: What Australians Are Really Willing to Pay for Financial Advice Advice Fees Rise: What Australians Are Really Willing to Pay for Financial Advice Advice Fees Rise: What Australians Are Really Willing to Pay for Financial Advice

by Adviser Ratings

Financial advisers have had to raise fees by 58% over the past five years. With many Australians feeling the financial squeeze, what are consumers actually willing to pay for advice? We asked Australians about their expectations, uncovering the gap…

2024 Australian Financial Advice Landscape Report 2024 Australian Financial Advice Landscape Report 2024 Australian Financial Advice Landscape Report

by Adviser Ratings

We're thrilled to present our 6th annual Landscape report, crafted for you, the Australian adviser. Revealing key industry trends and opportunities, backed by six months of meticulous research, the report empowers your business' growth and…

The Optimal Financial Advice Practice in 2024: Blueprint for Success The Optimal Financial Advice Practice in 2024: Blueprint for Success The Optimal Financial Advice Practice in 2024: Blueprint for Success

by Adviser Ratings

Our nationwide survey of advice practices showed growth atop the agenda for Aussie practices. Our latest Landscape Report reveals how top practices are achieving high profit margins, the type of clients they are targeting, and how they leverage…