by Adviser Ratings
The financial advice sector is showing signs of adviser number stabilisation amidst regulatory challenges, market shifts, and after years of contraction.
by Richard Silberman, Natalie Bode
In the insurance world, when you hear the words “Mortgage Funds” they are typically accompanied with alarm bells. However Mortgage Funds come in many shapes and sizes, with the real test of pedigree being what comes out of the Fund Managers ‘broom…
by Adviser Ratings
Consumers are increasingly demanding ESG criteria in their investments, with interest surging by 15% in just a year. This shift towards ethical investing presents both challenges and opportunities for advisers and investors alike. Discover how…
by Adviser Ratings
With over a third of Australian advisers set to boost their ETF allocations in the coming year, our latest report reveals the trends reshaping investment strategies, from the surge in managed accounts to the strategic blend of active and passive…
by Adviser Ratings
With market dynamics evolving rapidly, advisers are re-evaluating their growth strategies. Discover why strategic staffing decisions are trending and how they could impact your growth strategy. Find out where your peers stand and whether it’s time…
by Adviser Ratings
Advisers are reporting a rise in one-off clients, signalling a shift in fee structures. While recurring clients provide stability, the expanding one-off segment presents an untapped opportunity for market expansion. Although these clients might only…
by Adviser Ratings
Aussie advisers are at the forefront of the anticipated $3.5 trillion intergenerational wealth transfer. Our latest survey uncovers the key questions clients are asking and how advisers are addressing these challenges. Learn how your peers are…
by Adviser Ratings
Advisers have a unique opportunity to bridge the life insurance gap in Australia. With so many unaware of their coverage details, this untapped market is ready for personalised solutions.
by Leesa Swain
Leesa Swain of My Wealth Garden responds to a parent's question about about the most important types of insurance they should consider to protect their young family.