Financial Adviser Market Insights, March 12, 2026
Financial adviser data shows a small downturn. Super data included highlighting SMSF and Retail Funds on the up
Financial Adviser Market Insights, March 5, 2026
Financial adviser numbers dropped by five. Noted more advisers resigned with details backdated to Dec 2025. Four new licensees and six ceased.
Annual ‘Fund Level’ Superannuation Statistics
Annual Superannuation Fund Level Statistics - Includes dashboards by fund size, asset allocations, gender balances, investments returns and much more
Financial Adviser Market Insights, February 26, 2026
Financial adviser numbers dropped by three. Sequoia continue to see major losses. We revisit the Experienced Pathway and note some 180 advisers are still at risk.
Financial Adviser Market Insights, February 19, 2026
The week saw a net gain of two financial advisers despite ten new entrants commencing.
Financial Adviser Market Insights, February 12, 2026
Over the week, the number of advisers increased by eleven, boosted by 17 new entrants. A jump in disciplinary actions for 2025.
Financial Adviser Market Insights, February 5, 2026
Financial adviser market fell by 8. We show wealth firms' and sectors' performance over 1 and 3 years.
Financial Adviser Market Insights, January 29, 2026
A net gain of two advisers for the week as fewer advisers are affected while we finish January.
Financial Adviser Market Insights, January 22, 2026
A net loss of nine advisers despite 11 new entrants. Licensee Owners gains and losses for 2025