How are advisers using AI to improve client experience?
30 April 2024 by Jasmine Siljic, Money Management
As artificial intelligence (AI) continues to reshape how the advice industry operates, Adviser Ratings unpacks how advisers are implementing these technologies to improve the client experience. AI is increasingly becoming a “staple tool” ...
How are advisers using AI in their practices?
30 April 2024 by Shy-ann Arkinstall, Independent Financial Adviser
According to recent research from Adviser Ratings, the “ubiquitous presence” of artificial intelligence is leading to its integration into financial advice. The research included surveys with both consumers and advisers and found that the...
Fortnum, PFS creates new parent brand in its Entireti
22 April 2024 by Chris Dastoor, Professional Planner
After acquiring Australian Unity’s financial advice business, Fortnum Private Wealth will create a new parent company called Entireti to cover both brands. Scale was the catalyst for the PFS acquisition, with Younger describing scale as “...
The financial benefits of a specialised client base
18 April 2024 by Laura Dew, Money Management
Those financial advisers with client specialisation are likely to manage funds which are 15 per cent larger than those generalists, according to Adviser Ratings. Data from the research house showed 45 per cent of advisers surveyed said th...
The state seeing 37% financial adviser pay rises
11 April 2024 by Laura Dew, Money Management
Financial advisers in NSW are among the lucky few who have experienced a salary rise of more than a third in 2024, according to recruitment firm Robert Walters. In February, Adviser Ratings found over 60 per cent of financial advice pract...
Adviser Ratings and Zenith appoint senior hires
10 April 2024 by Jasmine Siljic, Money Management
Adviser Ratings has appointed a new product director to its ranks, while Zenith Investment Partners welcomes back a former partner and senior investment consultant. Andrew Page will commence as product director at Adviser Ratings on 5 Jul...
Adviser Ratings appoints product director
9 April 2024 by Professional Planner
Adviser Ratings has appointed Andrew Page as product director. The appointment came on the back of Adviser Ratings’ recent acquisitions of life insurance data company, Beddoes Institute, and portfolio construction tool, Product Rex. Las...
BT appoints chief product officer from Macquarie
4 April 2024 by Laura Dew, Money Management
BT has appointed Annabelle Kline as its new chief product officer, joining from Macquarie Bank. According to the latest Adviser Ratings’ Landscape Report, BT Panorama has the highest penetration among advisers followed by CFS FirstChoice...
How can advisers avoid a PI claim?
22 March 2024 by Jasmine Silijic, Money Management
A complex series of factors can cause financial advisers to get caught up in professional indemnity (PI) insurance claims – Numerisk’s Richard Silberman shares how to avoid such events.