For Consumers

For Advisers

Connect with us

MENU
FIND AN ADVISER

Media | Search

How Perpetual is Building The ‘Freehills’ Advice ModelHow Perpetual is Building The ‘Freehills’ Advice ModelHow Perpetual is Building The ‘Freehills’ Advice Model

September 13, 2021 by Aleks Vickovich, Australian Financial Review

The 135-year-old investment manager will buy more retail financial advice firms in an attempt to capitalise on the imminent generational wealth transfer. And there is no shortage of firms up for sale. Research house Adviser Ratings estim...

Frydenberg Announces Probe Into ASIC Industry Funding ModelFrydenberg Announces Probe Into ASIC Industry Funding ModelFrydenberg Announces Probe Into ASIC Industry Funding Model

30 August 2021 by Ronald Mizen, Australian Financial Review

The corporate watchdog’s industry funding model will be reviewed to ensure it remains fit for purpose following a 50 per cent increase in the burden on business in the past three years.

How Wealth Advisers Powered Australia's ETF BoomHow Wealth Advisers Powered Australia's ETF BoomHow Wealth Advisers Powered Australia's ETF Boom

August 9, 2021 by Aleks Vickovich, Australian Financial Review

Investors have tipped more than $20 billion into exchange traded funds (ETFs) listed on the Australian Securities Exchange in the first half of the year alone, taking the total value of the local market to $115 billion. There were 19,116 ...

Once Mighty Bank-licensed Cohort Shrinks To 500-odd AdvisersOnce Mighty Bank-licensed Cohort Shrinks To 500-odd AdvisersOnce Mighty Bank-licensed Cohort Shrinks To 500-odd Advisers

August 11, 2021 by Tahn Sharpe, Professional Planner

Professional Planner dives into AR data powered by Adviser Ratings latest Musical Chairs report... Q2 was the first time the number of bank-licensed advisers dropped under 1,000, leaving only 575 bank-licensed advisers in that market. “T...

ASIC levy blowout to hit financial advice costASIC levy blowout to hit financial advice costASIC levy blowout to hit financial advice cost

26 July 2021 by Aleks Vickovich, Australian Financial Review

A 30 per cent hike in costs will add $1000 to an average financial adviser’s annual expense base, pushing professional advice further out of reach for many retail investors. Analysis by researcher Adviser Ratings, compiled for The Austral...

Rapid decline in financial adviser numbers sees fees riseRapid decline in financial adviser numbers sees fees riseRapid decline in financial adviser numbers sees fees rise

July 17, 2021 by John Collett, Sydney Morning Herald

The fall in numbers is putting upward pressure on advice fees. Earlier this year, ratings firm Adviser Ratings estimated fees had jumped more than 28 per cent in two years.

Finding The Right Financial Adviser: The Grass Is Greener PodcastFinding The Right Financial Adviser: The Grass Is Greener PodcastFinding The Right Financial Adviser: The Grass Is Greener Podcast

8 July 2021 by Tim Henry / Angus Woods

Angus Woods is the Founder and Managing Director of Adviser Ratings. He chats to us about what consumers needed from a site like Adviser Ratings and how it aims to assist in making good decisions on who you work with.

Instos Abandoned in Droves as Adviser Numbers Slip Below 20kInstos Abandoned in Droves as Adviser Numbers Slip Below 20kInstos Abandoned in Droves as Adviser Numbers Slip Below 20k

2 July 2021 by Sarah Kendell, IFA

The latest Adviser Ratings data showed that 112 advisers left the industry in the week to 24 June, with total numbers on the adviser register now at 19,651. Comparing adviser numbers at the industry’s peak in December 2018, the biggest lo...

One In, Ten Our: Banks Lead Adviser OutflowOne In, Ten Our: Banks Lead Adviser OutflowOne In, Ten Our: Banks Lead Adviser Outflow

May 20, 2021 by Tahn Sharpe, Professional Planner

Bank licensees bore the brunt of adviser departures in the first quarter of 2021 according to research house Adviser Ratings, continuing the trend of advisers steering away from institutional groups for their licensing needs. Furthering a...