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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.
    • Macro themes combined with the most granular insights volunteered by a cross-section of Australia’s 26,000 financial advisers.
    • Themes covered include exploration of customer demographics, regulatory developments, adviser profiling, licensee business models, financial product usage, and adviser satisfaction with the range of service providers supporting the industry.
    • A detailed breakdown is also provided of the adviser communities spanning more than 60 regions across Australia.
    • 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.
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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 - 2020 Q4 Download

Musical Chairs Report - 2020 Q3 Download

Musical Chairs Report - 2020 Q2 Download

Musical Chairs Report - 2020 Q1 Download

2019 Landscape Report Outline Download

Proposed Quality of Financial Advice Rating System Download

2018 Robo Advice Register Download

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