BT appoints chief product officer from MacquarieBT appoints chief product officer from MacquarieBT appoints chief product officer from Macquarie

4 April 2024 by Laura Dew, Money Management

BT has appointed Annabelle Kline as its new chief product officer, joining from Macquarie Bank. According to the latest Adviser Ratings’ Landscape Report, BT Panorama has the highest penetration among advisers followed by CFS FirstChoice...

How can advisers avoid a PI claim?How can advisers avoid a PI claim?How can advisers avoid a PI claim?

22 March 2024 by Jasmine Silijic, Money Management

A complex series of factors can cause financial advisers to get caught up in professional indemnity (PI) insurance claims – Numerisk’s Richard Silberman shares how to avoid such events.

Managed accounts approach $100bn with strong H2 gainsManaged accounts approach $100bn with strong H2 gainsManaged accounts approach $100bn with strong H2 gains

13 March 2024 by Laura Dew, Money Management

Data from the Institute of Managed Account Professionals (IMAP) has seen funds under management (FUM) in managed accounts approach $100 billion. Money Management previously covered how there has been a 50 per cent rise in advisers’ usage...

New PI insurance targets advisersNew PI insurance targets advisersNew PI insurance targets advisers

11 March 2024 by Insurance News

A Lloyd’s-backed professional indemnity cover designed for financial advisers has launched under a partnership between Adviser Ratings and insurtech Numerisk. The partners say the product will deliver improvements for advisers and insurer...

Salaries taking up almost half of advice firm revenuesSalaries taking up almost half of advice firm revenuesSalaries taking up almost half of advice firm revenues

11 March 2024 by Laura Dew, Money Management

Advice practices say practice profitability is strong, but staff salaries are taking up almost half of their revenue as the battle for talent heats up. According to Adviser Ratings, some 264 advisers departed the sector in the final quart...

Adviser Ratings launches adviser PI offeringAdviser Ratings launches adviser PI offeringAdviser Ratings launches adviser PI offering

6 March 2024 by Jasmine Siljic, Money Management

Adviser Ratings has entered a strategic partnership to introduce a professional indemnity (PI) insurance solution, aimed at opening up adviser supply and improving trust in the industry. The wealth data platform has partnered with Numeris...

New PI insurance offering launchedNew PI insurance offering launchedNew PI insurance offering launched

5 March 2024 by Todd Wills, selfmanagedsuper

Independent ratings agency Adviser Ratings has partnered with insurance broker Numerisk to launch a professional indemnity (PI) insurance product tailored to financial advisers. The insurance product will use Adviser Ratings and Numerisk ...

Managed accounts on the rise among advisersManaged accounts on the rise among advisersManaged accounts on the rise among advisers

5 March 2024 by Shy-ann Arkinstall, Independent Financial Adviser

According to Adviser Ratings’ data, more than half (54 per cent) of advisers were using managed accounts in 2023, noting a 5 per cent increase from 2022. The percentage of advisers using managed funds has continued to increase over the la...

Adviser Ratings JV looks to address imbalanced PI marketAdviser Ratings JV looks to address imbalanced PI marketAdviser Ratings JV looks to address imbalanced PI market

4 March 2024 by Chris Dastoor, Professional Planner

Adviser Ratings has partnered with insuretech Numerisk to argue the case for high quality advisers to show they are less of a risk to insurance suppliers, in a bid to solve the issue of rising PI insurance costs. The joint venture aims to...

 
 
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