Financial Adviser Market Insights, June 19, 2025
The adviser market lost 41 advisers and expect more losses by the end of the financial year. Three licensees ceased, and none started.
Financial Adviser Market Insights, June 12, 2025
There was a slight decrease in advisers this week. Is it possible to finish the financial year on a positive note? It's unclear, even with the strong growth we've seen so far.
Super By Fund Type To March 2025 - SMSF Funds The Big Winners
The latest APRA data shows that Industry Funds continue to march on as Retail Funds falter this quarter. SMSF funds gain most
Financial Adviser Market Insights, June 5, 2025
A busy week as LGT Group takes over CBA Private Wealth. Four new licensees and 10 new entrants.
Financial Adviser Market Insights, May 29, 2025
A calm week saw the adviser market rise by one. There were four new entrants and two new licensees. We demonstrate how to boost adviser revenue by $200,000.
Financial Adviser Market Insights, May 22, 2025
A welcome gain of 12 advisers after recent losses taking total advisers to 15,601. SMSF Statistics for March included
SMSF Statistics To March 2025
SMSF Statistics - Now updated to March 2025, with the latest data from the ATO released in May 2025. Dashboards are fully interactive and include adviser population data.
Financial Adviser Market Insights, May 15, 2025
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.
Financial Adviser Market Insights, May 8, 2025
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.