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Challenging the finfluencer competitors in adviceChallenging the finfluencer competitors in adviceChallenging the finfluencer competitors in advice

24 September 2025 by Money Management

Financial advice practices need to combine both their professional skills and credibility with digital access if they wish to compete with finfluencers for younger clients. Adviser Ratings recommended ideas such as educational storytelli...

Systemising referrals to scale client growthSystemising referrals to scale client growthSystemising referrals to scale client growth

23 September 2025 by Laura Dew, Money Management

With referrals being the optimum method for new client acquisition, practices need to ensure all their staff have the skills necessary to source new business and scale up their practices. Adviser Ratings research in its Australian Financi...

‘No client left behind’: Digital advice poised to fill unadvised gap‘No client left behind’: Digital advice poised to fill unadvised gap‘No client left behind’: Digital advice poised to fill unadvised gap

19 September 2025 by Shy-Ann Arkinstall, Money Management

As the intergenerational wealth transfer gets underway and demand for advice grows, addressing the accessibility of advice has become a top priority for the industry and government in recent years. With the average annual advice of $4,668...

AI a costly but ‘transformational’ expense for new practicesAI a costly but ‘transformational’ expense for new practicesAI a costly but ‘transformational’ expense for new practices

15 September 2025 by Alex Driscoll, ifa

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...

Almost half of retail investors now turning to AIAlmost half of retail investors now turning to AIAlmost half of retail investors now turning to AI

15 September 2025 by ifa team, ifa

According to Adviser Ratings, the number of Australian advice firms using or planning to integrate AI has jumped from less than half (45 per cent) last year to 74 per cent in the 2025 Australian Financial Advice Landscape report.

Balancing client fees and operating costs to avoid the ‘58% club’Balancing client fees and operating costs to avoid the ‘58% club’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‘The PY is just the beginning’: Ensuring successful adviser retention‘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‘Tsunami’ of retirees set to triple adviser demand by 2055‘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 growAdviser movement continues to disrupt profession as industry looks to growAdviser 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...

 
 
 
 
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