by Michael McGowan
With the kids out of the house and retirement approaching, Should Australians like James in their 50's invest amid the volatility, or sit tight? Financial adviser, Michael McGowan of Canvas Wealth offers some guidance...
by Rory D'agostino
With the kids out of the house and retirement approaching, Should Australians like James in their 50's invest amid the volatility, or sit tight? Financial adviser, Rory D'agostino of Navigate Advisory offers some guidance...
by Adviser Ratings
With the kids out of the house and retirement approaching, James from Caboolture is finally focusing on his finances. But Donald Trump’s return to the U.S. presidency has rattled markets, and his unpredictable economic stance is creating fresh…
by Adviser Ratings
Australian financial advice practices are achieving unprecedented profitability, with 84% increasing revenue and 41% experiencing 15%+ growth. Success factors include strategic client targeting, AI adoption, sophisticated investment approaches, and…
by Adviser Ratings
Adviser numbers are rising, but regulatory roadblocks persist. From industry pushback on DBFO Tranche 2 to ASIC’s tightening grip on misconduct, this week’s wrap delivers the must-know developments at a glance.
by Adviser Ratings
We’ve wrapped all the must-know news into one sharp, time-saving update.
by Adviser Ratings
Australian financial advice practices lead global AI adoption at 74%, surpassing the 64% worldwide average. AI primarily streamlines documentation, client engagement, and marketing. While ASIC warns about governance gaps, the technology promises to…
by Adviser Ratings
A trio of policy shifts has advisers reassessing compliance—Your one-stop shop for the week’s advice news includes Quick Takeaways to keep busy advisers ahead.
by Adviser Ratings
As financial year 2024-25 ends, the Musical Chairs Report and upcoming Landscape Report provide essential benchmarking tools for advice practices. Key trends include modest adviser growth, continued shift to privately-owned licensees, pricing…