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Showing 1 - 10 of 32 results for "Adviser Ratings"

Scaling practices depends on AI: FAAA

KARREN VERGARA  |  WEDNESDAY, 19 NOV 2025
... moment of retirement is 57. Of those, 1.36 million people are actively looking for an adviser," he said, citing Adviser Ratings data. Currently, about 10% of Australians have an adviser. Taking 1.36 million and dividing it by the number of active advisers ...

HUB24 sees $5.2bn in net inflows

ANGELIQUE MINAS  |  TUESDAY, 21 OCT 2025
... advisers are electing to use HUB24's platform and services, it said, highlighting that it ranked first in the Adviser Ratings 2025 Australian Advice Landscape Report for Overall Satisfaction and ranked first in nine out of 10 other categories. HUB24 ...

PPS Mutual appoints new chair

ANGELIQUE MINAS  |  TUESDAY, 16 SEP 2025
... and $106 million in in-force premiums. It also achieved an industry-leading Net Promoter Score of 54.8 in the Adviser Ratings Australian Financial Advice Landscape 2025 report and ranked first in six major adviser satisfaction categories, including trust ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... Australia," he said. The managed accounts sector is growing exponentially as more practices adopt these solutions. Adviser Ratings founder Angus Wood recently told Financial Standard that managed accounts assets have quadrupled over the past five years ...

SMA Reporting Standard launches

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
... and confusion over fee structures in the separately managed accounts (SMAs) sector. SMARS is spearheaded by the Adviser Ratings Group and operates as a separate entity, SMA Standard Pty Ltd. SMARS ultimately applies RG 97 Disclosing fees and costs in ...

Can technology help advisers service the masses?

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
... yesterday agree that Australia's booming wealth is an opportunity the advice profession can get in front of. Adviser Ratings managing director Angus Woods said Australia's wealth has grown significantly over the last 10 years on the back of the ...

Morningstar eyes super space with new hire

ANDREW MCKEAN  |  TUESDAY, 24 OCT 2023
Morningstar Australasia has appointed the former chief executive of Adviser Ratings to the newly created role of senior vice president, enterprise sales, to steer the research firm's growth in the superannuation and retirement sectors. Mark Hoven has ...

Robo-advice register launches

KARREN VERGARA  |  TUESDAY, 23 OCT 2018
Adviser Ratings has launched a new website that compares a multitude of robo-advisers in the market. The Robo Adviser (Smart Tools) register profiles 36 financial management fintech solutions sold directly to consumers that provide budgeting, trading ...

Adviser Ratings to predict licensees' quality of advice

JAMIE WILLIAMSON  |  TUESDAY, 31 JUL 2018
Adviser Ratings is proposing a new rating system for Australia's 1800 financial advice licensees that could potentially predict instances of misconduct. The new system, outlined in a new white paper, will see licensees rated in two ways; the first using ...

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
HUB24 is catering for new entrants to the investment platform market with the launch of a lower-cost and simpler option in its investor directed portfolio service (IDPS) and superannuation products. To be introduced in August, the HUB24 core offering ...
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