Behavioural finance is increasing in importance. How will the advice industry respond?
Digital Behaviour Education is commercially and strategically relevant. – how younger Australians actually learn, engage and make decisions.
Financial Advice Supply chain deficiencies persist: the institutional exit left a pipeline gap
Industry shift from bank / corporate-led distribution | 78.2% – private enterprise | Financial Advice Supply chain deficiencies persist
Shifting demographics in the Advice Sector
78.2% of advisers now sit in privately owned licensees, which is a major structural shift away from institutional models a decade ago.
Salaries persistently pushing higher; is this simple supply or other broader factors at play?
“Salary pressure is real, although the deeper issue is that the AFSL market is repricing capability, support and stability.”
Market Fluidity Has Increased. What are the Ramifications for Practice Owners?
Market fluidity – Practice Sales across the financial advice practice market continues to increase as PE capital inflows and ownership models evolve
Support staff are now critical to adviser retention (R2A quoted)
Support staff are now critical to adviser retention Money Management has highlighted a shift many AFSL principals are feeling in real time: support staff are no longer “nice to have” — they’re a deciding factor in whether advisers stay, perform, and scale sustainably. The piece references Recruit2Advice (R2A) findings that adviser decisions are increasingly driven…
FINANCIAL ADVICE MARKET – REMUNERATION UPDATE | Q3-2025
Financial Planning | salary Guide | Advice Market Update | Q3 2025
ADVICE MARKET – REMUNERATION UPDATE | Q3-2024
$155k-165K Average Adviser Salary Package Supply Overall is rated GOOD Top motivator for Advisers is long term stability Top pain point for Advisers is Admin EXECUTIVE, PRACTICE MANAGEMENT & COMPLIANCE CEO / General Manager $180 – $250K Practice Manager $120 – $180k Operations (Compliance) Manager $110 – $150k Variable with size of practice, revenue, number…
Industry Insights – Advice Efficiencies with Kelly O’Brien
R2A recently sat down with Kelly O’Brien from the Entireti Licensee to discuss current trends in practice management. With a background as a Practice Manager in an IFA business, and now a Licensee Practice Manager with Entireti we asked what are her top 5 ‘must haves’ for an advice practice? Generous with her knowledge, she…
Success Story – Financial Planning Practice succession plan
The future is clear and his passion for advice has returned SUCCESS STORY FOR A FINANCIAL PLANNING PRACTICE with a built-in SUCCESSION PLAN BACK FROM THE BRINK…. Several years ago, a self employed Adviser well known to me suggested he was getting out of advice and selling his business after a twenty year career. Exhausted,…