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...
The red flags of a poor advice AFSL
20 August 2025 by Laura Dew, Money Management
With licensee switching on the rise, particularly for newer advisers, compliance expert Sean Graham has shared red flags to watch out for when making the jump to a new Australian Financial Services licensee (AFSL). Adviser Ratings Australi...
A-REITs outflows surge as advisers favour private markets
19 August 2025 by Laura Dew, Money Management
Outflows have doubled in the property and infrastructure space to $1.3 billion with advisers instead favouring private markets as Morningstar data finds active property funds are struggling to outperform. According to the latest Adviser Ra...
Unchecked CLSR will ‘bankrupt everybody’: FAAA
19 August 2025 by Chris Dastoor, Professional Planner
The Financial Advice Association Australia believes the current consultation on the Compensation Scheme of Last Resort special levy will set a precedent on how special levies will be funded in the future and should be spread as widely as p...
What are the implications of shifting investment approaches?
18 August 2025 by Keith Ford, ifa
The shift towards passive investment strategies in recent years has been “modest”, according to a new report, however the changing dynamics of advisers’ investment approach has implications across the entirety of how firms do business.
Recruiters say support staff still in demand despite rise in outsourcing
15 August 2025 by Oksana Patron, Professional Planner
Strong demand for senior advisers still drives the recruitment market, but client services candidates are highly sought after despite outsourcing becoming an emerging alternative. Recent data from Adviser Ratings found the ratio of support...