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The True Cost of Advice: Why Your Financial Adviser Isn't Getting Rich The True Cost of Advice: Why Your Financial Adviser Isn't Getting Rich The True Cost of Advice: Why Your Financial Adviser Isn't Getting Rich

by Adviser Ratings

While we all know they are there, the mandatory costs financial advisers face annually, including licensee services, PI insurance, and regulatory levies totalling between $36,896-$83,877 per adviser per year. We explore whether separating government…

Weekly Financial Advice Recap: January 29-February 4, 2025 Weekly Financial Advice Recap: January 29-February 4, 2025 Weekly Financial Advice Recap: January 29-February 4, 2025

by Adviser Ratings

Short on time? We’ve rounded up the key industry shifts so you stay ahead. From Stephen Jones’ exit to a $77M CSLR levy shake-up, big changes are underway. Adviser numbers are climbing, practice valuations remain strong, and AI adoption is…

The Leadership Challenge: Building Self-Aware Financial Advice Practices The Leadership Challenge: Building Self-Aware Financial Advice Practices The Leadership Challenge: Building Self-Aware Financial Advice Practices

by Adviser Ratings

After working with over 50 advice businesses, industry expert Conrad Travers reveals that 60% of practices struggle with low awareness and capability. Discover why self-assessment is critical for success, how the top 10% achieve 'nirvana,' and what…

Weekly Financial Advice Recap: February 5-11, 2025 Weekly Financial Advice Recap: February 5-11, 2025 Weekly Financial Advice Recap: February 5-11, 2025

by Adviser Ratings

We’ve rounded up the key headlines so you won’t miss a beat.

Every Step Counts: Your FAR Destination Must Be Reached in 11 Months Every Step Counts: Your FAR Destination Must Be Reached in 11 Months Every Step Counts: Your FAR Destination Must Be Reached in 11 Months

by Adviser Ratings

With just 11 months until the FAR update deadline, breaking down the numbers reveals just how critical this compliance hurdle has become.

Digital Dreams vs Consumer Reality: Bridging the Financial Advice Divide Digital Dreams vs Consumer Reality: Bridging the Financial Advice Divide Digital Dreams vs Consumer Reality: Bridging the Financial Advice Divide

by Adviser Ratings

Despite heavy investment, less than 1/3 of Aussies use digital financial tools. Consumers want tech to enhance, not replace, human advice—31% say AI helps advisers work better. So why all the talk about robots taking over?

State of Australia's Wealth Survey - Win 1 of 20 $100 Cash Prizes State of Australia's Wealth Survey - Win 1 of 20 $100 Cash Prizes State of Australia's Wealth Survey - Win 1 of 20 $100 Cash Prizes

by Adviser Ratings

Take our quick 10-minute survey and you could be one of 20 lucky Aussies to win a $100 cash prizes. Your participation helps us understand how Australians are managing financially heading into 2025.

90% of Australians Need Advice — Technology Is How You'll Reach Them 90% of Australians Need Advice — Technology Is How You'll Reach Them 90% of Australians Need Advice — Technology Is How You'll Reach Them

by Adviser Ratings

Fewer than one in ten Australians receive professional financial advice—an untapped market ripe for innovation. Practices leveraging digital tools are engaging up to 40% more clients while streamlining operations, embracing technology to lower…

Weekly Financial Advice Recap: February 20-26, 2025 Weekly Financial Advice Recap: February 20-26, 2025 Weekly Financial Advice Recap: February 20-26, 2025

by Adviser Ratings

Busy advisers, here’s your one-stop shop for the week’s big moves. CSLR levy forecasts are shaking up the regulatory scene, market-leading platforms and key industry debates are heating up—plus election advocacy on the horizon—we've distilled all…