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Digital Dreams vs Consumer Reality: Bridging the Financial Advice Divide Digital Dreams vs Consumer Reality: Bridging the Financial Advice Divide Digital Dreams vs Consumer Reality: Bridging the Financial Advice Divide

by Adviser Ratings

Despite heavy investment, less than 1/3 of Aussies use digital financial tools. Consumers want tech to enhance, not replace, human advice—31% say AI helps advisers work better. So why all the talk about robots taking over?

State of Australia's Wealth Survey - Win 1 of 20 $100 Cash Prizes State of Australia's Wealth Survey - Win 1 of 20 $100 Cash Prizes State of Australia's Wealth Survey - Win 1 of 20 $100 Cash Prizes

by Adviser Ratings

Take our quick 10-minute survey and you could be one of 20 lucky Aussies to win a $100 cash prizes. Your participation helps us understand how Australians are managing financially heading into 2025.

90% of Australians Need Advice — Technology Is How You'll Reach Them 90% of Australians Need Advice — Technology Is How You'll Reach Them 90% of Australians Need Advice — Technology Is How You'll Reach Them

by Adviser Ratings

Fewer than one in ten Australians receive professional financial advice—an untapped market ripe for innovation. Practices leveraging digital tools are engaging up to 40% more clients while streamlining operations, embracing technology to lower…

Weekly Financial Advice Recap: February 20-26, 2025 Weekly Financial Advice Recap: February 20-26, 2025 Weekly Financial Advice Recap: February 20-26, 2025

by Adviser Ratings

Busy advisers, here’s your one-stop shop for the week’s big moves. CSLR levy forecasts are shaking up the regulatory scene, market-leading platforms and key industry debates are heating up—plus election advocacy on the horizon—we've distilled all…

Weekly Financial Advice Recap: February 12-19, 2025 Weekly Financial Advice Recap: February 12-19, 2025 Weekly Financial Advice Recap: February 12-19, 2025

by Adviser Ratings

It’s been a busy week in financial advice, and we’re here to keep you updated with a one-stop shop. From regulatory changes to rising adviser numbers and new practice developments, stay on top of it all in your weekly roundup.

Weekly Financial Advice Recap: February 27- March 5, 2025 Weekly Financial Advice Recap: February 27- March 5, 2025 Weekly Financial Advice Recap: February 27- March 5, 2025

by Adviser Ratings

Time-strapped advisers, here’s your essential weekly recap! Get up to speed—your go-to source for the week’s advice news is here!

The End of Apples vs. Oranges: How SMARS Is Standardizing SMA Reporting The End of Apples vs. Oranges: How SMARS Is Standardizing SMA Reporting The End of Apples vs. Oranges: How SMARS Is Standardizing SMA Reporting

by Adviser Ratings

The new SMA Reporting Standard (SMARS) addresses inconsistencies in the rapidly expanding $200 billion SMA market. By standardising fee structures, naming conventions, and asset allocation reporting across the industry (particularly platforms),…

Weekly Financial Advice Recap: March 4-10, 2025 Weekly Financial Advice Recap: March 4-10, 2025 Weekly Financial Advice Recap: March 4-10, 2025

by Adviser Ratings

The financial advice profession continues to expand with significant momentum in adviser numbers alongside major rebranding initiatives and new service offerings. Meanwhile, the persistent gap in financial advice accessibility for women has come…

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

by Adviser Ratings

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…