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Brilliant Investment Thinking by Advisers for Advisers.
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Investor trust in financial advice building at home and abroad

Consumer trust isn't something to be taken for granted, but reports from the UK, US and here at home are all pointing towards an uplift in trust levels around...

Industry innovates on advice access models while Govt dithers on reform

The move from Viridian and CFS to provide personal advice in a scaled manner highlights a growing willingness within the industry to fix its own problems in...

FAAA resets strategic priorities for new advice era, with growth on the agenda

The merged association has added a new core driver to its strategic objectives for the next six years, with growing the profession now a top priority. But the...

Comprehensive advice demand surges in the US, average adviser manages $822M

The US advice system is the largest in the world, and the trend towards more comprehensive advice provision is a significant harbinger of a global shift...

Affluent investors spending more on advice: US report

The customer base for US advisers is growing in the same way that it is in Australia. But the more granular trends that are emerging tell an even more...

The advice business models that are growing in 2024

It's been a tale of two models in advice, with the accountants that provide holistic advice services going one direction and those that provide SMSF advice...

'I've been busy' and other things advisers should stop saying to clients

A long-running study has revealed a raft of information about the way financial services professionals communicate with their clients, as well as four key ways...

Asset managers courting advisers with free consulting services

Over half of asset managers in the US offer "business consulting resources" to the growing registered investment adviser cohort. Whether advisers actually want...

Adviser numbers begin long, slow climb north again

There's a pattern to the way adviser numbers oscillate around the end of the financial year, but there's nothing common about the movement in the licensee...

Final tally for FY24 adviser numbers revealed

Just when the quantum of registered advisers will bottom out is anyone's guess, but the final tally for FY24 could hardly be encouraging for a government...

Super fund and limited license adviser losses prove a drag on numbers

The large advice provision models are holding up in terms of personnel, but super funds and tax advisers are repositioning their offerings as the cost to serve...