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Market Research

Adviser Ratings has developed a range of research reports from our unique data sets and insights gleaned directly from the industry and consumers. These reports are increasingly used by executive management in setting business strategy and keeping abreast of industry developments.

  • Landscape Report

    • The definitive research report on the latest developments in the Australian financial advice landscape.
    • Macros themes combined with the most granular insights volunteered by a cross-section of Australia’s 16,000 financial advisers, 6,000+ practices and 1,800 licensees.
    • Themes covered include exploration of customer demographics, adviser and advice business profiling, the changing investment landscape, and adviser satisfaction with a range of service provider types supporting the industry.
    • This report will be highly valued by strategy, product, marketing and sales executives seeking to better understand how to execute their business plans within this rapidly changing industry.

    In addition to the free 2023 Landscape report, there are three specialised deep-dive reports on platforms, life insurers, and investments that are available for purchase.

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  • Landscape Report
  • Musical Chairs Report

    • Ongoing regulatory change, outcomes arising from the Royal Commission, and bank exits from wealth management are contributing to an unprecedented movement of advisers within the Australian financial advice industry.
    • These movements are changing the shape of the industry, providing unique opportunities for licensees and disrupting traditional distribution channels for service providers.
    • Covers the latest themes and data on financial adviser movements around the industry, split by switches between licensees; exits from the industry through business sale, retirement or job change; and new entrants
  • Landscape Report

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Download reports and sample extracts

Musical Chairs Report - 2024 Q3 Download

Musical Chairs Report - 2024 Q2 Download

Musical Chairs Report - 2024 Q1 Download

Musical Chairs Report - 2023 Q4 Download

2023 Australian Financial Advice Landscape Download

Abridged Financial Advice Landscape report - 2022 Download

Landscape Report Outline - 2020 Download

Proposed Quality of Financial Advice Rating System Download

Smart tools Advice Register Download

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