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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 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.
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.