by Adviser Ratings
As the year draws to a close, it's time to take stock, reflect on the significant changes, and consider the promising future that lies ahead for our profession.
by Alex Berlee
With retirement on the horizon, Gerhard is looking for ways to minimise capital gains tax while strengthening his and his wife’s super—just one of the many real-life questions we tackle each week in our Ask an Adviser series.
by Adviser Ratings
As we approach the end of the first quarter of 2025, the financial advice profession continues to adapt to competing pressures - balancing rising regulatory demands with client needs while navigating commercial realities. This week saw significant…
by Nick Zvezdakoski
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…
by Adviser Ratings
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…
by Adviser Ratings
Your one-stop shop for the week’s advice news—sharp, time-saving insights to keep you informed, efficient and ahead of the curve.
by Adviser Ratings
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…
by Adviser Ratings
Stay sharp and up to date on the week’s advice news. Budget buzz, CSLR tensions, client retention pressure, consolidation moves, and election manoeuvring—you’ve got the must-know shifts right here.
by Adviser Ratings
The end of another political cycle presents an opportunity to reflect on what has been achieved over the past three years. Despite regulatory stagnation and unfulfilled promises of reform, Australian financial advisers have transformed their…