Adviser interest in active funds grows amid volatile market conditions
1 May 2023 by Jessica Penny, Independent Financial Adviser
Advisers are leaning towards active funds in the volatile environment. Adviser Ratings’ latest report has found that advisers plan on riding out recent market volatility with an “eclectic mix of investment vehicles”.
A spotlight on Australia’s average financial adviser
1 May 2023 by Jasmine Silijic, Money Management
In its 2023 Landscape report, data agency Adviser Ratings has examined what you can expect from the average financial adviser in Australia.
A state-by-state look at the adviser landscape
28 April 2023 by Laura Dew, Money Management
The latest annual Adviser Ratings Landscape report has found two states have managed to increase their average funds under administration per adviser by over 40 per cent since 2018.
Adviser Ratings’ Landscape Report showcases the profession’s revival
27 April 2023 by Adviser Ratings
Australia’s most comprehensive snapshot of the wealth management industry, the Adviser Ratings Landscape Report, shows the advice profession is finally experiencing renewal after years of setbacks.
Practices want new clients but at the expense of less profitable ones
27 April 2023 by Chris Dastoor, Professional Planner
Over one-third of advice practices actively plan to take on more clients but it will most likely be at the expense of less profitable ones. According to findings from the latest Adviser Ratings ‘Landscape Report’, these practices are clear...
AI-powered ‘robo-advisers’ could plug financial advice gap
26 April 2023 by John Collett, The Sydney Morning Herald
Australians seeking financial advice may soon be able to get it from high-powered artificial intelligence “robo-advisers”, with experts expecting the underserved sector to be in the sights of the rapidly expanding AI industry. Angus Woods...
Advisers urged to beware of greenwashing traps in ESG investments
24 April 2023 by Independent Financial Adviser
As greenwashing becomes more prevalent, financial advisers are being urged to do their due diligence when researching companies and their ESG practices. According to Adviser Ratings, both clients and advisers are increasingly wanting to i...
New data reinforces value of experience pathway
14 April 2023 by Maja Garaca Djurdjevic, Independent Financial Adviser
Earlier this week, Adviser Ratings’ Financial Advice Landscape Report suggested that 10 per cent of advisers intend to leave the industry, while another 12 per cent are uncertain about their future. “While it’s unlikely that every adviser...
Advice fees jump by 40% in 5 years
13 April 2023 by Independent Financial Adviser
As many as 9 in 10 advisers plan to lift their fees further on the back of inflation, interest rates, and other cost pressures, research from the Adviser Ratings Landscape Report has revealed. In the past year alone, advisers have increas...