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Adviser-to-client ratios reach upper limit, with tech marked as the saviour

There are now an average of 120 clients per adviser in Australia – a number not seen since 2013. While the declining adviser cohort is a factor, so is the improved experience of advisers with technology according to researcher Investment Trends.

Tahn Sharpe | 27th Jul 2023 | More
Less millionaires, more money as $5M to $10M investible asset cohort grows

Recent research reveals high-net-worth investors have reduced in number this year while accumulating more investable assets, with this cohort taking a “more subdued outlook” for the coming year. Investors’ asset class preference is also evolving to favour defensive investments.
Lisa Uhlman | 8th Dec 2022 | More