Accountants, not advisers, selling up amidst strugglesAccountants, not advisers, selling up amidst strugglesAccountants, not advisers, selling up amidst struggles

12 November 2020 by Tahn Sharpe, Professonal Planner

In contrast with accountants, the flow of advisers looking to leave the industry has slowed. According to research house Adviser Ratings the total adviser numbers only contracted 1.8 per cent in Q3 2020, “comfortably” the lowest quarterly ...

EXITS, SWITCHES PICK UP AS YEAR-END DRAWS NEAREXITS, SWITCHES PICK UP AS YEAR-END DRAWS NEAREXITS, SWITCHES PICK UP AS YEAR-END DRAWS NEAR

11 November 2020 by Sarah Kendell, IFA

More than 30 advisers left the industry in the first week of November, with licensee switching also on the rise as boutique and mid-tier players gained in numbers, according to new data from Adviser Ratings. The statistics revealed that 3...

The fee evolution: Time to put a real price on your adviceThe fee evolution: Time to put a real price on your adviceThe fee evolution: Time to put a real price on your advice

30 September 2020 by David Haintz, Professional Planner

According to the research group Adviser Ratings, the proportion of advisers charging fixed fees increased from 50 per cent of the industry in 2018 to 69 per cent last year, with another 24 per cent of advisers adopting a hybrid model.

How Aussie Advice Fees Compare to Global MarketsHow Aussie Advice Fees Compare to Global MarketsHow Aussie Advice Fees Compare to Global Markets

30 September 2020 by Sarah Kendell, IFA

In a recent blog post, Global Adviser Alpha founder David Haintz said Australian advisers remained “well ahead of the bunch” in terms of evolving to a more modern fee model, with 69 per cent of advice practitioners now charging fixed fees,...

Advice Industry Needs to Promote Itself: FASEAAdvice Industry Needs to Promote Itself: FASEAAdvice Industry Needs to Promote Itself: FASEA

29 October 2020 by Sarah Simpkins, IFA

As captured in FASEA chief executive Stephen Glenfield’s opening statement to a parliamentary committee, there were around 900 potential new advice entrants enrolled in bachelor degrees or higher at the of 2019. Around 200 had completed th...

How Financial Advice can add 5.2pc to your Bottom LineHow Financial Advice can add 5.2pc to your Bottom LineHow Financial Advice can add 5.2pc to your Bottom Line

14 October 2020 by Aleks Vickovich, AFR

According to research house Adviser Ratings, the median fees charged by advisers increased by almost 12 per cent to $2800 per client per annum in the 2019 calendar year.

Adviser Ratings completes ASX Find An Adviser toolAdviser Ratings completes ASX Find An Adviser toolAdviser Ratings completes ASX Find An Adviser tool

14 October 2020 by Chris Dastoor, Money Management

Financial advice data and ratings agency Adviser Ratings has completed the Australian Securities Exchange (ASX) Find An Adviser tool to help consumers find a financial adviser working at ASX trading participants.

Adviser Ratings unveils ASX adviser toolAdviser Ratings unveils ASX adviser toolAdviser Ratings unveils ASX adviser tool

13 October 2020 by Tharshini Ashokan, selfmanagedsuper

Financial advice data and ratings agency Adviser Ratings has launched a new service on the Australian Securities Exchange (ASX) to help consumers find financial advisers who are ASX trading participants.

Adviser Ratings acquires CRM boutiqueAdviser Ratings acquires CRM boutiqueAdviser Ratings acquires CRM boutique

24 September 2020 by Mike Taylor, Money Management

Adviser Ratings has used funds from its recent equity raising to acquire boutique CRM business Crinkle Cut Digital. The company announced the acquisition today noting that Crinkle Cut Digital provided the missing link between businesses on...

 
 
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