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Weekly Financial Advice Recap: March 19-26, 2025 Weekly Financial Advice Recap: March 19-26, 2025 Weekly Financial Advice Recap: March 19-26, 2025

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.

CARs to the Left of Me, Budgets to the Right — Here I Am, Stuck in the Middle of an Election with You CARs to the Left of Me, Budgets to the Right — Here I Am, Stuck in the Middle of an Election with You CARs to the Left of Me, Budgets to the Right — Here I Am, Stuck in the Middle of an…

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…

Weekly Financial Advice Recap: March 25 - April 1, 2025 Weekly Financial Advice Recap: March 25 - April 1, 2025 Weekly Financial Advice Recap: March 25 - April 1, 2025

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.

No Reform, No Problem: Why the Profession Couldn't Wait for Political Solutions No Reform, No Problem: Why the Profession Couldn't Wait for Political Solutions No Reform, No Problem: Why the Profession Couldn't Wait for Political Solutions

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…

"When, Not If": How Top Financial Advisers Are Preparing for Cyber Attacks "When, Not If": How Top Financial Advisers Are Preparing for Cyber Attacks "When, Not If": How Top Financial Advisers Are Preparing for Cyber Attacks

by Adviser Ratings

Australian financial advisers are slashing IT budgets by 12% while boosting cybersecurity investments by 31% following devastating attacks on major super funds. With average breaches costing financial firms $7.56 million, practices are prioritising…

Weekly Financial Advice Recap: April 2-9, 2025 Weekly Financial Advice Recap: April 2-9, 2025 Weekly Financial Advice Recap: April 2-9, 2025

by Adviser Ratings

Your essential weekly briefing—built for advice professionals on the go. We’ve captured the key developments in one sharp snapshot—keeping you up to date with the latest in advice news.

Weekly Financial Advice Recap: April 10–29, 2025 (Post-Easter Extended Edition) Weekly Financial Advice Recap: April 10–29, 2025 (Post-Easter Extended Edition) Weekly Financial Advice Recap: April 10–29, 2025 (Post-Easter Extended Edition)

by Adviser Ratings

This fortnight’s extended recap will catch-you-up on what you missed over the Easter break—fast, and all in one place... As the federal election looms, both major parties are courting advisers through competing policy platforms. Amid this political…

The Adviser's Election Playbook: Voting for Your Practice's Future The Adviser's Election Playbook: Voting for Your Practice's Future The Adviser's Election Playbook: Voting for Your Practice's Future

by Adviser Ratings

As Australia approaches a pivotal federal election, financial advisers face a critical juncture. After three years of transformation toward independence and profitability, the election could determine whether progress accelerates or falters. Key…

Ask an Adviser – Did My Adviser Miss the Chance to Protect My Super Before the Crash? Ask an Adviser – Did My Adviser Miss the Chance to Protect My Super Before the Crash? Ask an Adviser – Did My Adviser Miss the Chance to Protect My Super Before the Crash?

by Adviser Ratings

Lisa, is retired and questioning whether her financial adviser missed a key chance to sell down shares in her super before this year’s market crash. Advisers Lucky Manna, Ryan Hateley, and Mark Candy weigh in for this week's Ask an Adviser series.