by Maritza Kriel
Driven by recent government funding changes, rising costs of long-term aged care, is a growing concern for many Australians. Financial adviser Maritza Kriel shares her expert strategies to help you build a solid financial plan for aged care. Learn…
by Adviser Ratings
As SOAs face retirement, forward-thinking advice practices are embracing a once-in-a-generation opportunity to reimagine client documentation. From video records to AI-powered summaries, discover how leading firms are building more engaging,…
by Adviser Ratings
As 2024 draws to a close, the Australian financial advice profession stands at a pivotal moment of transformation and renewal. After years of regulatory reform and adviser and licensee exodus, this year marked a turning point, with adviser numbers…
by Adviser Ratings
2025 is a turning point for financial advisers. With regulatory reforms, new tech, and shifting client needs, the focus shifts from compliance to innovation. Discover how rethinking models, embracing AI, and enhancing client experiences can drive…
by Adviser Ratings
Welcome to the first of a new series. In your busy role as a financial adviser, it can be challenging staying across the stories and changes to the profession and across the financial services industry is crucial. Adviser Ratings will summarise the…
by Adviser Ratings
Practices looking to hit the ground running in 2025 should reflect on whether their practice is committing any of the seven deadly sins that hinder practice growth, contribute to lower profitability and inefficiencies, impacting both client…
by Adviser Ratings
Created for busy advisers like you, this new weekly update offers a concise summary of the key stories and changes shaping the profession and the financial services industry. Stay informed and ready to adapt in an ever-evolving landscape.
by Adviser Ratings
The DBFO reforms in 2025 mark a significant shift in financial advice fee structures and collection methods. While average fees rose 4% to $4,744 in 2024, this was also the smallest increase in 7 years. While practices are leveraging new regulatory…
by Adviser Ratings
Created for busy advisers like you, this new weekly update offers a concise summary of the key stories and changes shaping the profession and the financial services industry. Stay informed and ready to adapt in an ever-evolving landscape.