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Financial adviser client segmentation tool - Superannuation and SMSF dashboards
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The number of advisers decreased by nine, marking the first drop in a while. We compare January to April 2025 with the same period in 2024. There has been a positive turnaround.
A net increase of five financial advisers despite ten new advisers joining the ASIC FAR.
A quiet week with a net gain of just one adviser despite six new entrants. One new licensee commenced.
Another good week of new entrants helping growth to be at plus 10 for the week. Financial Adviser landscape PowerPoint presentation now available.
A strong week of growth, up by 24 advisers, driven by a surge of new entrants. Total number of advisers now at a nice round number of 15,600.
A small loss of two advisers in what was a busy week. We analyse the first quarter of 2025 and compare key data points to Q1 2024.
The adviser marketplace experienced its first loss in a long time, even with seven new entrants. Micro AFSLs continue to grow and disrupt the market.
Another week dominated by advisers switching licensees. A drop in the number of new entrants and only one new licensee.
A small increase in the adviser numbers this week with eight new entrants and three new licensees. More switching of advisers between licensees.
A very busy week with many advisers switching major licensees and five new AFSLs. The latest superannuation including SMSF statistics updated.
The latests APRA data shows that Retail funds have gained some momentum and performing well against their peers.
SMSF Data - Now updated to Dec 2024, with the latest data from the ATO released in Jan 2025. Dashboards are fully interactive and include adviser population data.
In 2025, weekly growth has reached 97, mainly due to new entrants. We reveal which sectors and firms are hiring them.
2025 continues its weekly growth albeit at a slower rate this week. Superannuation data at the fund level now available for free.
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 biggest loss this year is -18, combined with a -9 loss last week, bringing the total below 15,600. Analysis of the financial year to date by business model.