Report Overview

With 84% of financial advice practices expecting growth over the next two to five years, the need to scale your practice has never been greater. But are you fully equipped to maximise this growth opportunity?

The Unlocking Advice Efficiencies in 2025 report, based on insights from 460 Australian advisers, explores the key challenges and opportunities shaping the future of financial advice. Learn how managed accounts are transforming practices, delivering efficiency gains, and enabling practices to focus on what matters most—client relationships and business growth.

What you’ll learn

• How leading advice practices are using managed accounts to drive efficiency and scale
  
  
• Strategies to future-proof your advice practice
  
  
• Why 92% of advisers report time savings with managed accounts

Don’t get left behind—download the report now and position your practice for success in 2025 and beyond.