A-REITs outflows surge as advisers favour private markets
19 August 2025 by Laura Dew
Outflows have doubled in the property and infrastructure space to $1.3 billion with advisers instead favouring private markets as Morningstar data finds active property funds are struggling to outperform. According to the latest Adviser Ra...
What are the implications of shifting investment approaches?
18 August 2025 by Keith Ford, ifa
The shift towards passive investment strategies in recent years has been “modest”, according to a new report, however the changing dynamics of advisers’ investment approach has implications across the entirety of how firms do business.
Recruiters say support staff still in demand despite rise in outsourcing
15 August 2025 by Oksana Patron, Professional Planner
Strong demand for senior advisers still drives the recruitment market, but client services candidates are highly sought after despite outsourcing becoming an emerging alternative. Recent data from Adviser Ratings found the ratio of support...
Why do advisers leave a firm after their PY?
14 August 2025 by Shy-Ann Arkinstall, Money Management
A quarter of advisers who commenced on the FAR within the last two years have already switched licensees or practices, adding validity to practice owners’ professional year (PY) concerns.
More clients and more money: Average clients, fees, and FUA all up in 2025
14 August 2025 by Keith Ford, ifa
The latest Adviser Ratings report has revealed that financial advisers are seeing more clients – who have more investable assets than ever before – and are charging higher fees for their services.
Large AFSLs see significant growth amid advice consolidation
13 August 2025 by Laura Dew
The shift in scale and consolidation has led to substantial growth in large privately owned licensees, which have tipped past 20 per cent of advisers for the first time to make up 28.3 per cent of the industry.
UNSW and Adviser Ratings land SMA research grant
5 August 2025 by Alex Driscoll, ifa
Adviser Ratings and UNSW are set to undertake a research project covering the standardisation of SMA fee reporting after securing a grant from the Department of Education’s National Industry PhD Program.
Push to serve 200 clients throws adviser burnout risk into spotlight
5 August 2025 by Darcy Song, Professional Planner
Just under 15,400 financial advisers on the ASIC Financial Advisers Register are currently servicing 1.8 million clients, according to data from Adviser Ratings, which translates to an average of 115 clients per adviser. However, many prof...
‘Reimagining’ relationship with advisers could help insurers thrive
28 July 2025 by Alex Driscoll, ifa
Despite grim headlines for the Australian life insurance sector, recent data shows that by shifting their relationship with advisers, insurers can not only meet challenges but thrive. According to Adviser Ratings data, advice practices tha...