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Your Essential Guide To The
Financial Advice Landscape
Comprehensive Databases, Insightful Dashboards and Expert Analysis
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Access a great range of dashboards highlighting financial adviser movement, skills, experience and much more. We also have Adviser and AFSLs databases that are super quick and easy to use, allowing users to find the people they want.
Financial adviser client segmentation tool - Superannuation and SMSF dashboards
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‘Free’ Adviser Movement, Adviser Client Segmentation and Superannuation Dashboards
Access Via ‘Free Dashboards’ in Top Menu Bar
First Month Now Only $39.00 Selecting 'YEARLY' cost is only $950
Financial Advice expenses at super funds are on the up by some 28% year-on-year. All the details available to members.
2025 continues its weekly growth. This week up by 22 advisers and 17 of whom are new advisers. Post includes links to advice expenses at superannuation funds.
APRA reporting of Superannuation funds at the Fund Level. Highlights growth, investment returns, detailed expenses, asset allocations and much more.
2025 continues its weekly growth. This week a new licensee commenced with 28 advisers. Link included to our Super Fund Level Statistics post.
The year is gaining momentum after another positive week driven be new entrants. We also analyse where advisers go after leaving large firms.
The year is gaining momentum after another positive week driven be new entrants (advisers) joining the ASIC FAR. Links provided to 2024 Financial Adviser Market In Review
2024 In Review - Change in adviser numbers, growth / the least growth by licensee owners, organic growth and new entrants
A positive week for the adviser numbers and the new year is currently up by 17 advisers, driven by new entrants.
The initial data for the Christmas / New Year period highlights a net loss of (-34) advisers. This post includes a preliminary summary of the 2024 year.
The week saw a net gain of 8 advisers after 16 new entrants joined the FAR. We provide a snapshot of both the calendar and financial year to date. We unravel why Retail super funds are outperforming their Industry fund peers.
A quiet week but one with Morgans taking over from AMP Financial Planning as the largest individual licensee. Will 2024 be a positive year?
A new top ten post the Entireti / AMP deal. The week saw a small drop in the number of advisers
SMSF Data - Now updated to Sep 2024, with the latest data from the ATO released in Nov 2024. Dashboards are fully interactive and include adviser population data.
Latest data from APRA highlights that retail Funds are fighting back with strong returns and reducing net outflows.
Updated expense data (Nov 2024) including adviser fees. Dashboards based on APRA’s Superannuation Fund Level Statistics
A gain of 16 advisers pushed the total number of advisers back above 15,500. Also included is a link to new super fund level data highlighting expenses and adviser costs.
A gain of 11 advisers, dominated by 7 new licensees commencing. Morgans joining AMP Financial Planning as equal largest licensee.
A net loss of 27 advisers this week. However, we are expecting many to return onto the ASIC FAR as advisers transition. Client segmentation tool
A net loss of 11 advisers this week, dominated by losses and few gains. We analyse the progress of adding female advisers, and it looks like things are going backwards.
A quiet week with net movement down by just one. We provide a snapshot of the last September quarter and compare it to 2023.
2025 continues its weekly growth albeit at a slower rate this week. Superannuation data at the fund level now available for free.