In Brief: July Edition
Who are Australia’s top 50 financial advisers?
Self-licensing debate must consider tribalism effect
The reinvention of financial advice
Reuters: How a powerful inquiry upended one of Australia's grandest companies
Beware 'micro self-licensed' financial planning businesses
Euro News: How a powerful inquiry upended one of Australia's grandest companies
Money News - Adviser Ratings
Here’s why so many advisers are looking for new licensees
Adviser Ratings expands business with string of new appointments (1)
New website touts more transparency in financial planning, but what about brokers?
Dover Financial Group calls in outstanding debts from financial planners
Dover Financial Planning shutdown puts $4 billion of client's money in limbo
UBS says AMP, IOOF exposed to 'significant adviser attrition' due to education overhaul
Self-licensing to stretch firms and regulator
Better data key to adviser accountability
Consumers lack awareness of insto ownership
Opinion – Budget 2017: bank shaming or politics as always?
Sunlight test gets the ethical ball rolling
Ethics must start with industry commitment
Royal commission will go ahead: Murray
New website launches to help advisers to promote their services and monitor clients
Adviser Ratings launches Google reviews
Griffith Uni, FPA to publish adviser journal
The questions you need to ask before you pick a financial adviser
Royal flush: 15 questions to ask a financial adviser now
How to sniff out a bad financial adviser
SelfWealth pokes holes in adviser directories
Life sector recommendations derailed
Advisers looking to switch, eye-up IOOF
AFA says Adviser Ratings not a threat
Adviser register ‘needs more substance’
RN - New website allows financial adviser ratings
Over 19,000 advisers list on ASIC register
Adviser Ratings enables peer endorsements
AMP groups dominate Adviser Ratings sign-ups
Adviser Ratings attracts equal interest from instos, independents
Adviser Ratings to expand into education
Licensees to be ranked on adviser site
Adviser Ratings taps into small business
Getting good advice
How to prepare your Christmas budget like a financial adviser
Adviser Ratings inks deal with small businesses
2UE - TripAdvisor for Financial Planners (Podcast)
Consumers looking for advice they can trust
Govt register to ‘overshadow’ Adviser Ratings
Review website responds to broker concerns
Adviser Ratings reveals data source
Adviser Ratings website to launch paid options
Tweak regulation to make advice profession more family friendly
Adviser gap contributes to Aussies’ limited life insurance knowledge
Risk advice under pressure: Working together for positive change
How are advisers navigating intergenerational wealth transfers?
How can advisers mitigate wealth transfer concerns?
Fewer Australian Firms Planning Significant Increases in Adviser Numbers
Strong revenue drives staff growth for advice practices
Advice firms taking a ‘cautious’ approach to growth
Adviser numbers stabilise, only 1% drop in Q2 2024
The licensees that led Q2 adviser growth
FPA questions Adviser Ratings
AMP deal shows the real value is in advice, not licensing
What it will take to bring advisers back to life
Advisers shed clients but maintain profitability with rising fees
Advice industry remains stable: Report
Consumers locked out of financial advice as fees keep rising
Not rich enough! Why my financial adviser dumped me
Say hi to AI: Outsourcing inevitable as support staff shrinkage continues
The ‘once in a generation’ platform opportunity
Jumping on board or holding out: How are advisers using AI?
Advisers getting older on the back of experience pathway: Report
What UK IFAs can learn from Australia’s Royal Commission
The biggest puzzle in the lucrative world of financial planning is why nobody wants to join the industry
Value for money: Justifying rising fees to clients
Why efficiency is key in a changing adviser landscape
Cost disconnect impacting access to advice: Report
AR data shows ‘advisers making more money than ever’
What Are the Top Wealth Transfer Priorities for Advice Clients?
Which asset class was the ‘biggest winner’ with advisers in 2023?
Which 2 Aussie states have the highest FUA?
Over 1 in 10 Aussies plan to pass down $1m and more
Are financial advisers ‘at risk’ from AI disruption?
Competitor, consumer or corporate watchdog: who should handle your details?
Advisers moving to self-licensing for flexibility and autonomy
Advisers challenged by capacity, shrinking talent pool
Weighing up the risks and benefits of self-licensing
How should advice practices charge their clients?
Adviser recruitment falls down the priority list
Advice firms looking to grow a specialised client base: Report
85% of advice practices are privately owned
How are advisers using AI in their practices?
How are advisers using AI to improve client experience?
Fortnum, PFS creates new parent brand in its Entireti
Top broker debunks new financial adviser service: Adviser Ratings
The financial benefits of a specialised client base
The state seeing 37% financial adviser pay rises
BT appoints chief product officer from Macquarie
Adviser Ratings and Zenith appoint senior hires
Adviser Ratings appoints product director
How can advisers avoid a PI claim?
Managed accounts approach $100bn with strong H2 gains
Salaries taking up almost half of advice firm revenues
New PI insurance targets advisers
Adviser Ratings launches adviser PI offering
New website rates financial advisers/planners for the first time
Rate and review your financial adviser with new website: adviserratings.com.au
Managed accounts on the rise among advisers
New PI insurance offering launched
Culture is king: Retaining PY talent in advice
Adviser Ratings JV looks to address imbalanced PI market
Managed accounts see 50% rise in adviser usage
Gap in advisers writing life insurance growing
Resumption of advice licensees on the rise
Threefold departures challenge profession’s stability
Smaller, privately-owned licensees dominate in numbers but not advisers
Self-licensing to remain strong trend in 2024
Fintech and cybersecurity delegation to head to London
Adviser Salary Increases Expected
Advice sector ‘thriving’: Practice revenue up more than 5%
Is self-licensing right for your business?
Micro-AFSL trend to continue in 2024: Wealth Data
AMP doubles down on self-licensee support services
Cost-of-living crisis sidelines ESG investment
Declining profitability and the woes of risk advice
Financial advice gap to remain despite government’s efforts to plug it
The two smaller platforms vying for advisers’ assets
WT Financial Group picks up Millennium3 for $2m
Adviser Ratings makes two senior hires
Bridging the adviser shortage one entrant at a time
COG pulls Diverger offer after lack of shareholder support
Striver to expand recruitment drive after success with Brimstone
Q3 sees second-lowest adviser exits since 2018
Smart ways to grow your super
Insignia updates on its advice partnership model
Is there a path to more advisers writing insurance?
ASIC, APRA are right to be on super funds’ case over advice
Insigina atop a fragmented pile of licensees
Thousands of practices have shut up shop since 2018
Exit plan: Financial advisers gearing up to leave the industry
Taking the reins: The burgeoning trend of micro-AFSLs
BT Panorama's battle to ‘win advisers’ hearts and minds’
Sole advice practitioners lacking business plans
Small licensees up 17% since 2018
How to choose your financial adviser
Advice firm in pilot partnership to boost risk advice
Lack of insurance advice leaving behind underinsured consumers
Three reasons you may need a financial adviser, and how to find one
Top region for advisers revealed
Advisers short-selling themselves by up to 50%: WT Financial
Adviser Ratings Secures Referral Partnership
Risk advice stalwarts lament Integrity Life exit
Integrity Life scraps new life insurance in retail advised channel
Platforms see strong growth in FY23
HUB24 MD on platform growth, flags digital advice product
‘Starting small’: Digital hub aims to grow depleted risk advice sector
‘Big reluctance’ for advisers to back a single platform
Netwealth to relaunch Core amid $67m profit
‘Richer earlier’: The demographics driving self-managed super
Client book no longer a barrier to advice recruitment
Which platforms have received the highest adviser rating?
Adviser Ratings Signs Exclusive Referral Partnership Scheme With Small Business First
Wealth Today growing practices, not ‘chasing advisers’
What could Insignia’s new model mean for AMP?
‘Model for the future’: Morrows enlists Bombora for risk expansion
Large Private Licensee Adviser Numbers Holding Up
Advice fees stabilise amid political noise on cost
Boost your returns with clever cuts to investing costs
Fidelity Life unveils speaker lineup for adviser conference
Uptick in succession planning among mature firms
How can more Australians get the advice they need?
Calculating the cost to serve
CFP exodus not in the numbers
I’d rather sit down with a female financial planner
Are life insurance advisers at risk of extinction?
What to consider when hiring an asset consultant
Media Release: Adviser Ratings Group Acquires Super & Investment Platform Comparison Tool, ProductRex
Adviser Ratings merges with ProductRex
Adviser Ratings acquires ProductRex
Advisers told to adjust to new economic reality
Investors at risk of making ‘costly mistakes’ amid advice access constraints
Poll reveals 3 in 4 advisers support final QAR report
FAAA is ‘really concerned’ about risk advice, says Abood
Top 10 biggest financial investment mistakes and how to avoid them
65% of advisers are privately licensed
Best Performing Life Insurance Providers Named
What does the average Australian adviser look like?
HUB24 expands holistic offering with myprosperity acquisition
Superhero to launch adviser platform
Practices want new clients but at the expense of less profitable ones
A state-by-state look at the adviser landscape
A spotlight on Australia’s average financial adviser
Adviser interest in active funds grows amid volatile market conditions
Adviser Ratings’ Landscape Report showcases the profession’s revival
Adviser Ratings releases insurer survey
Advisers urged to beware of greenwashing traps in ESG investments
AI-powered ‘robo-advisers’ could plug financial advice gap
Advice fees rise 40 per cent in five years
Advice fees jump by 40% in 5 years
Why red tape is tying up women in advice
Why accountants are saying goodbye to limited advice
New data reinforces value of experience pathway
Future Intentions – How Many Advisers Might Leave?
Rising demand for risk businesses fuels higher prices
The winding road ahead for digital advice
Netwealth: A podcasts series for Advisers, speaks with Angus Woods and Mark Hoven Regarding Feedback Tools
FPA, AFA memberships strong despite adviser exodus
Advice firms keen to embrace technology
Advisers embracing tech for workflow management and client engagement
‘They need to see they’re represented’: The importance of women in advice
Wealth managers urged to tap into growing market of women seeking financial advice
Experience pathway keeping advice on the ‘cusp of a profession’
Adviser numbers set to mourn more losses
Nearly 25% of advisers consider departing the industry
FPA chief Sarah Abood calls for changes in advice system to prevent exodus of financial planners
War for talent only just heating up: AR data
Adviser Ratings to cover brokers
Adviser Ratings review website to put the spotlight on financial planning industry
Big Adviser Themes for 2023
Adviser Movement Slows
The major trends expected in financial advice in 2023
Will the QOA recommendations reset digital advice?
5 adviser themes set to define 2023 revealed
No let-up seen in one-off advice clients
Privately licensed universe now makes up two-thirds of licensees
Jump in proportion of advisers switching licensees
ATO throws troubled wealth sector a tax lifeline
100k consumers orphaned as adviser numbers dwindled
How to bridge the trust gap
How to avoid million-dollar mistakes in retirement
Advice fee rises on the horizon
Adviser Ratings acquires data and research firm, Beddoes Institute
Volume of advisers’ potential clients rises by 74%
The state of the adviser landscape
Busiest quarter for licensee switching seen in Q3
Millions of Aussies don’t get financial advice
Which licensee segments have seen the biggest declines?
FPA and AFA confirm merger vote date
VetPay named and shamed in Choice Shonky Awards
Adviser Ratings grows team
Industry backs AFA/FPA merger
CFS and XY team up to build PY community in new platform
Regions that have lost more than one in four advisers
Advisers more influential amid changing distribution landscape
An overhaul of financial advice aims to make it cheaper, but will it erode consumer protections?
Advisers look to teams as they face new challenges in sector
Adviser exodus sparks significant pay rise
What Would You Pay for Financial Advice?
‘Technique not technical knowledge’ preventing exam success
Over 2.5k advisers depart during the last 12 months
Adviser Ratings expands business with string of new appointments
Last chance to Register For Adviser Exam Before Extension Deadline
Local MD Predicts Adviser Numbers Will Shoot Back To 25,000 In ’10-15 years’
Improved pass rate for adviser exam
North Managed Portfolio AUM Passes $5 Billion
Ford Scott Partners With Otivo
Industry to shed 2,400 advisers by year's end
Stop dismissing young investors, stockbrokers told
Advice Leads Double As Trust Levels Increase
Open Letter to Anthony Albanese and Scott Morrison
Quality of Advice Review presents opportunity to ‘rebuild adviser numbers
$900bn of wealth soon up for grabs: Research
Advisers Seeking More Industry Support Due To 'Broadened' Network
Labour Backs Advice Affordability
Adviser Ratings’ Landscape Report illustrates impacts of Falling Adviser Numbers – With Further To Go
But At What Cost To The Consumer?
Advisers Told 'Biggest Shake-Up' May Result From Advice Review
Specialist Risk Adviser Numbers Revealed
SMSF Advisers More Likely To Use ETF's Than DIY Investors
Meet The Under-45s Dubbed The 'Emerging Affluent'
6:1 Ratio Of Departing Advisers Versus New Entrants
Over 2,000 More Advisers Predicted To Exit Industry In 2022
On The Money: 2ser 107.3 Speaks With Mark Hoven Regarding Adviser Exits
'Think Like ASIC' to Pass Adviser Exam
Wealth Platforms Claw $3.3b as Wexit Frees Up Market
100,000 Quit Financial Advice As Fees Jump Another 8pc
Exam Extension Wasn't A Popular Move: ARdata
Demand Fuels Super Fund Launch Of Robo-Advice
Rural Wealth Advisers Cheer Labor's Education Promise
ASIC, Consumer Groups Back Efforts To Simplify Financial Advice
Adviser Numbers Drop Below 19,000
Small Advice Firms Networking Is ‘Powder Keg Waiting To Explode’
Wealth Advice Model Is ‘Broken’
Money Management: Could 50% of Advisers Exit Industry?
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Robo Guidance Gathers Pace As Advice Fees Soar
The War For Advice Talent Gets a Booster Shot
Exodus Improving Adviser Quality: ARdata
Financial Advice A Loss-making Business: KPMG
Private wealth enjoys its ‘best conditions in 30 years’
Clock Ticks For Planners Yet To Pass Compulsory Test
The ‘Pincer Movement’ For Financial Advisers
9 Questions To Ask A Financial Adviser (Before Hiring One)
Adviser Numbers Dwindle As Big Advice Groups Lose 1 in 5 Members
AMP loses financial advisers to privately owned licensees
How Perpetual is Building The ‘Freehills’ Advice Model
Frydenberg Announces Probe Into ASIC Industry Funding Model
How Wealth Advisers Powered Australia's ETF Boom
Once Mighty Bank-licensed Cohort Shrinks To 500-odd Advisers
ASIC levy blowout to hit financial advice cost
Rapid decline in financial adviser numbers sees fees rise
Finding The Right Financial Adviser: The Grass Is Greener Podcast
Instos Abandoned in Droves as Adviser Numbers Slip Below 20k
One In, Ten Our: Banks Lead Adviser Outflow
Financial Advice Too Expensive For Many Consumers
Adviser exodus to leave $900b in limbo
Which Licenses Are Shedding Advisers Fastest?
13,000 or 16,000? Industry Questions Adviser Low-point Estimate
Adviser numbers to plummet by 30%
How to get financial advice without forking out $3000
ASIC extends red tape rollback for financial advice
Financial adviser workforce set to halve by 2023
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Could the Adviser Exodus be Turning Around?
What's the Future for Financial Services?
Hoven to Depart Adviser Ratings
Mass Financial Adviser Exodus Puts $900 Billion in Play
Small business groups urge the federal government to offer $5,000 financial advice subsidies to SMEs
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ADVICE FEES JUMP OVER 20%
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Dramatic Rise in Advice Fees as Planner Numbers Dive (1)
Dramatic Rise in Advice Fees as Planner Numbers Dive
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AMP, IOOF dodge mandatory exam bullet
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Advisers moving to self-licensing for flexibility and autonomy
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15 May 2024
by
Shy-ann Arkinstall, Independent Financial Adviser
Article link:
https://www.ifa.com.au/news/34232-advisers-moving-to-self-licensing-for-flexibility-and-autonomy
More advice practices are moving away from large dealer groups, instead opting for self-licensing, in search of greater independence and autonomy within their businesses, according to the head of an insurance and risk advice firm.
Adviser Ratings’ Musical Chairs Report for Q1 2024, released earlier this month, revealed that 82 per cent of licensees are in a privately owned licensee with fewer than 10 advisers, and the number of advisers under this category of licensee has increased by 17.9 per cent since 2017.
These findings highlight a growing shift towards privately owned licensees within the industry. In an Adviser Ratings post, the founder and managing director of Numerisk, Richard Silberman, said a desire for autonomy and flexibility are contributing to the shift.
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