by Adviser Ratings
Practices looking to hit the ground running in 2025 should reflect on whether their practice is committing any of the seven deadly sins that hinder practice growth, contribute to lower profitability and inefficiencies, impacting both client…
by Adviser Ratings
Created for busy advisers like you, this new weekly update offers a concise summary of the key stories and changes shaping the profession and the financial services industry. Stay informed and ready to adapt in an ever-evolving landscape.
by Adviser Ratings
The DBFO reforms in 2025 mark a significant shift in financial advice fee structures and collection methods. While average fees rose 4% to $4,744 in 2024, this was also the smallest increase in 7 years. While practices are leveraging new regulatory…
by Adviser Ratings
Created for busy advisers like you, this new weekly update offers a concise summary of the key stories and changes shaping the profession and the financial services industry. Stay informed and ready to adapt in an ever-evolving landscape.
by Adviser Ratings
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…
by Adviser Ratings
Short on time? We’ve rounded up the key industry shifts so you stay ahead. From Stephen Jones’ exit to a $77M CSLR levy shake-up, big changes are underway. Adviser numbers are climbing, practice valuations remain strong, and AI adoption is…
by Adviser Ratings
After working with over 50 advice businesses, industry expert Conrad Travers reveals that 60% of practices struggle with low awareness and capability. Discover why self-assessment is critical for success, how the top 10% achieve 'nirvana,' and what…
by Adviser Ratings
We’ve rounded up the key headlines so you won’t miss a beat.
by Adviser Ratings
With just 11 months until the FAR update deadline, breaking down the numbers reveals just how critical this compliance hurdle has become.