‘Scaled operators’ leading advice profession forward
22 June 2026 by Laura Dew, Money Management
The number of advisers looking to exit the advice profession stands at its lowest level since FASEA, according to the latest Adviser Ratings annual report, with those remaining described as ‘scaled operators’.
Practices making more money than ever despite numbers falling
19 June 2026 by Alex Driscoll, ifa
Despite a continued steady exodus of practitioners, Australian advice practices are booming, according to Adviser Ratings, posting greater revenue than ever.
Advice firms need 25pc annual fee rises to be sustainable: Peloton
19 June 2026 by Chris Dastoor, Professional Planner
Advice firms will need a 25 per cent increase in ongoing fees sustain desirable shareholder returns, according to data and analysis from Peloton Partners. The findings come as Adviser Ratings released its latest Advice Landscape report sh...
Accountants’ exemption a supply-side relief proposal, with baggage
18 June 2026 by Simon Hoyle, Professional Planner
Financial advice continues to struggle to attract new entrants at anywhere near the volume needed just to replace the number of advisers leaving, let alone to grow numbers, so it was only a matter of time before someone raised the idea of ...
Practice profit on upward trend
18 June 2026 by Jason Spits, SMS Magazine
Financial advice practices that have withstood the wave of regulatory and education reforms of the past decade are now more profitable while operating in a profession heavily reduced in size, according to new data from Adviser Ratings.
Otivo unveils personalised digital advice app
12 June 2026 by Alex Driscoll, Money Management
Digital advice provider Otivo has announced the launch of its AI-powered mobile app, leveraging its AFSL and exisiting digital advice capabilities to deliver personalised advice. Otivo also positioned the app as a solution to the growing ...
Is advice the new tobacco?
11 June 2026 by Alex Burke, ifa
Senator Claire Chandler pressed ASIC on whether industry levies – both for the regulator and the CSLR – had created a kind of “illicit tobacco” market for online financial advice. Was she right? Per the 2025 Australian Financial Advice La...
Why experts are sounding alarm over finfluencers
9 June 2026 by Nina Hendy, Money Mag
From budgeting hacks to investing tips, finfluencers are attracting huge audiences. Experts warn trust and viral popularity do not equal qualifications. It's easy to see the appeal. The cost of seeing a financial adviser jumped 18% in 202...
Centrepoint expands Queensland presence with dual acquisitions
1 June 2026 by Chris Dastoor, Professional Planner
Centrepoint Alliance will acquire client books and salaried advisers from Queensland financial advice firms Cairns Wealth and Pinnacle Wealth, expanding its salaried advice business. Centrepoint Alliance has 538 advisers, according to dat...