by Adviser Ratings
It’s been a busy week in financial advice, and we’re here to keep you updated with a one-stop shop. From regulatory changes to rising adviser numbers and new practice developments, stay on top of it all in your weekly roundup.
by Adviser Ratings
Time-strapped advisers, here’s your essential weekly recap! Get up to speed—your go-to source for the week’s advice news is here!
by Adviser Ratings
The new SMA Reporting Standard (SMARS) addresses inconsistencies in the rapidly expanding $200 billion SMA market. By standardising fee structures, naming conventions, and asset allocation reporting across the industry (particularly platforms),…
by Adviser Ratings
The financial advice profession continues to expand with significant momentum in adviser numbers alongside major rebranding initiatives and new service offerings. Meanwhile, the persistent gap in financial advice accessibility for women has come…
by Adviser Ratings
New research shows that financial advisers protect entire communities from fraud. As the number of advisers declined following regulatory reforms, areas with higher adviser attrition saw 8.8% more fraud incidents. The study underscores advisers as…
by Adviser Ratings
As the year draws to a close, it's time to take stock, reflect on the significant changes, and consider the promising future that lies ahead for our profession.
by Alex Berlee
With retirement on the horizon, Gerhard is looking for ways to minimise capital gains tax while strengthening his and his wife’s super—just one of the many real-life questions we tackle each week in our Ask an Adviser series.
by Adviser Ratings
As we approach the end of the first quarter of 2025, the financial advice profession continues to adapt to competing pressures - balancing rising regulatory demands with client needs while navigating commercial realities. This week saw significant…
by Nick Zvezdakoski
In this week’s Ask an Adviser segment, Holly wonders if an old Bitcoin investment on a mining platform can be recovered without records. Nick Zvezdakoski of Strategic Wealth explores possible ways to track lost crypto, from checking past…