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…
by Adviser Ratings
We’ve distilled this week’s biggest advice headlines—political shake-ups, ASIC crackdowns and platform highs—into one quick, essential read.
by Adviser Ratings
Australian financial advice practices are increasingly outsourcing operations, resulting in 8% fewer administrative staff and 9% fewer paraplanners due to offshore arrangements. ASIC's heightened regulatory scrutiny of data security and privacy in…
by Adviser Ratings
This week’s recap unpacks critical ASIC warnings, fresh tax fee guidance, the implications of Jane Hume’s exit and more... For busy advisers navigating change and opportunity, make this your weekly
go-to for the latest in advice news.
by Adviser Ratings
Set for release soon, 2025 Adviser Ratings Financial Advice Landscape Report data reveals that financial advice practices stuck "developing" business plans have the lowest profitability (15.3%), which is even worse than having no plan at all…
by Rodney Lester
For a consumer seeking financial advice for the first time, several factors may come into play when choosing an adviser. One of those factors may be whether they seek an aligned or non-aligned adviser.