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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.
Another small jump in the net number of advisers by four, despite another good number of new advisers commencing this week.
A small increase in adviser numbers this week boosted by a record quarter of new entrants in the September quarter. Quite a bit of movement of advisers shifting between major licensees.
SMSF Data - Now updated to June 2024, with the latest data from the ATO released in Sep 2024. Dashboards are fully interactive and include adviser population data.
Number of advisers reduced by five. This week was dominated by PictureWealth buying two firms and increasing their number of advisers by 32.
Latest data from APRA shows that Industry Funds keep growing, Retail Funds are not dead, been steady of late and their five-year returns continue to improve.
A net change of five more advisers to the ASIC FAR, despite 16 new entrants. The Financial Planning Model shows no net change for the year so far.
A solid gain of 14 advisers off the back of 17 new entrants. Analysis of the Financial Adviser Exam results
A net loss of 15 advisers this week as the number of new entrants slows and advisers transition to new licensees.
Adviser numbers up this week again on the back of yet another solid week of new entrants
The net number of financial advisers rise by thirteen bolstered by new entrants. Are new licensees still growing?
A slight rise in the number of advisers driven again by a solid number of new entrants. We check in with AMP, Fortnum and Rhombus.
The net number of advisers dropped into the red for the first time this financial year as one licensee is cancelled by ASIC
Another positive week pushed along by more new entrants appearing on the ASIC FAR. Rhombus Advisory debuts - Licensees that have left Insignia.
Another positive week pushed along by more new entrants appearing on the ASIC FAR. We also show how busy it’s been over the last few weeks and compare to last year.
The week provided a bounce in adviser numbers driven by a solid number of new entrants. Free financial year presentation is now available.
As expected, another volatile week with over 240 advisers affected in some way. A big loss of advisers despite a good number of new entrants.
A net decrease of three advisers in a busy week. Free super fund dashboards updated