Advisers That Switched
Analysis of advisers who ‘switched’ - We analyse the movement of advisers in and out of self licensed AFSLs and across the broader market
SMSF Analysis - By Adviser
The growth of SMSFs and the decline of the number of qualified advisers has given current advisers a massive opportunity in the SMSF sector
Adviser and Licensee Star Ratings
Our Star Ratings system designed to help find advisers and licensees that have a good mix of experience and qualifications is up and running at our Members Lounge
Weekly Financial Adviser Movement November 4, 2021
A sea of red this week with (-59) net adviser losses and some (-65) experienced advisers no longer current on the ASIC FAR. Losses at the major groups remain out of kilter with the market as a whole.
Weekly Financial Adviser Movement October 28, 2021
Net adviser losses this week was (-20), despite 8 new Provisional Advisers commencing. This indicates that a total of 28 experienced advisers dropped off the ASIC FAR this week.
Weekly Financial Adviser Movement October 21, 2021
Net adviser losses this week was (-29), despite 7 new Provisional Advisers commencing. This indicates that a total of 36 experienced advisers dropped off the ASIC FAR this week, however, we are expecting a small number to reappear next week under ‘self-licensed’ models.
Weekly Financial Adviser Movement October 14, 2021
Net Adviser losses this week was (-15). We analyse FASEA Exam results and provide an updated forecast for FASEA Exam pass results for year end.
Weekly Financial Adviser Movement October 7, 2021
Net Adviser losses this week was (-45). Self-licensed growth continues for Financial Planning focused firms.
Weekly Financial Adviser Movement To Sep 30, 2021
Net Adviser losses this week was (-33). Three weeks of consecutive heavy losses.