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Wealth Data
Home
Members Lounge and Blue Book
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Free Client Segmentation Tool
Free Super Fund Level Stats
Free SMSF Statistics
Store
About/Contact/Subscribe
Contact
What We Do
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Financial Adviser Market Insights, June 26, 2025
ASIC, Adviser Movement Colin Williams 26/6/25 ASIC, Adviser Movement Colin Williams 26/6/25

Financial Adviser Market Insights, June 26, 2025

Another week of heavy losses (-56) after last week's (-41). More losses likely in the last days of June, then a rebound in July.

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Financial Adviser Market Insights, June 19, 2025
ASIC, Adviser Movement Colin Williams 19/6/25 ASIC, Adviser Movement Colin Williams 19/6/25

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.

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Financial Adviser Market Insights, June 12, 2025
ASIC, Adviser Movement Colin Williams 12/6/25 ASIC, Adviser Movement Colin Williams 12/6/25

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.

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Financial Adviser Market Insights, June 5, 2025
ASIC, Adviser Movement Colin Williams 5/6/25 ASIC, Adviser Movement Colin Williams 5/6/25

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.

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Financial Adviser Market Insights, May 29, 2025
ASIC, Adviser Movement Colin Williams 29/5/25 ASIC, Adviser Movement Colin Williams 29/5/25

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.

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Financial Adviser Market Insights, May 22, 2025
ASIC, Adviser Movement Colin Williams 22/5/25 ASIC, Adviser Movement Colin Williams 22/5/25

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

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Financial Adviser Market Insights, May 15, 2025
ASIC, Adviser Movement Colin Williams 15/5/25 ASIC, Adviser Movement Colin Williams 15/5/25

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.

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Financial Adviser Market Insights, May 8, 2025
ASIC, Adviser Movement Colin Williams 8/5/25 ASIC, Adviser Movement Colin Williams 8/5/25

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.

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Financial Adviser Market Insights, May 1, 2025
ASIC, Adviser Movement Colin Williams 1/5/25 ASIC, Adviser Movement Colin Williams 1/5/25

Financial Adviser Market Insights, May 1, 2025

A net increase of five financial advisers despite ten new advisers joining the ASIC FAR.

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