AI a costly but ‘transformational’ expense for new practices
15 September 2025 by Alex Driscoll
While the costs of running a financial advice business continue to climb in 2025 -– from regulatory and staffing expenses to the Compensation Scheme of Last Resort levy – experts say AI infrastructure is increasingly a non-negotiable inves...
Balancing client fees and operating costs to avoid the ‘58% club’
11 September, 2025 by Shy-Ann Arkinstall, Money Management
While the advice profession struggles under growing operating costs, Adviser Ratings found more than half of practices – some 58 per cent – that generate less than $250,000 in revenue report no profit at all.
‘The PY is just the beginning’: Ensuring successful adviser retention
8 September 2025 by Shy-Ann Arkinstall, Money Management
This concern isn’t necessarily unfounded with Adviser Ratings’ 2025 Australian Financial Advice Landscape report showing that individuals that hit the Financial Advisers Register (FAR) from 1 January 2019 only spend an average of 18 months...
‘Tsunami’ of retirees set to triple adviser demand by 2055
8 September 2025 by Alex Driscoll, ifa
Adviser Ratings’ 2025 Australian Financial Advice Landscape Report projects that adviser numbers must climb from 15,500 today to more than 50,000 over the next three decades. The challenge stems from what Marshan Consulting founder Ben Mar...
Adviser movement continues to disrupt profession as industry looks to grow
2 September 2025 by Alex Driscoll, ifa
Data released in the Adviser Ratings Q2 2025 Adviser Musical Chairs report shows it is clear that the issue of a shrinking adviser pool is not looking like it will reverse anytime soon. With a net decrease of 324 advisers, only 103 new joi...
Adviser growth stalls after 7-week climb
29 August 2025 by Shy-Ann Arkinstall, ifa
After steady gains since the start of the new financial year, financial adviser numbers have plateaued, with Wealth Data showing just a single net increase for the week. Taking a longer view, Adviser Ratings’ Q2 2025 Musical Chairs Report ...
Insignia v Entireti: Competing philosophies for building a business
27 August 2025 by Laura Dew, Money Management
While the profession continues to see consolidation at the top, a new report from Adviser Ratings has compared the business model of Insignia and Entireti and how they are shaping the professional landscape.
What does a ‘premiership team’ look like in financial advice?
27 August 2025 by Laura Dew, Money Management
What does a ‘premiership team’ look like in financial advice? Today’s top performers aren’t just outgrowing or out-marketing peers; they’re out-culturing them. They’ve built high-trust, values-led environments where the right behaviours dr...
‘Maturing and adaptive’: Risk advice models all about execution
27 August 2025 by Keith Ford, ifa
The number of financial advisers writing risk hasn’t increased, but a new report has found the disparity between the high and low ends has begun to shrink. In its latest Financial Advice Landscape Report, Adviser Ratings split advisers wh...