Colin Williams 15/2/24 Colin Williams 15/2/24

Financial Adviser Insights, Feb 15, 2024

A small drop in the number of advisers this week. The number of advisers affected was once again in excess of 100. This week we have offered more free tools.

Colin Williams 8/2/24 Colin Williams 8/2/24

Financial Adviser Insights, Data to Feb 8, 2024

A small rise in the net number of advisers. However, a lot of activity with over 100 advisers affected by a change of some type. New entrants and new licensees continue to drive growth.

Colin Williams 1/2/24 Colin Williams 1/2/24

Financial Adviser Insights, Data to Feb 1, 2024

The first major fall for the year, with adviser numbers dropping by (-18). We’re still positive for the YTD. We also take a look at super funds and assets held directly. Retail funds are well below their counterparts. But not all major funds pursue direct investments.

Colin Williams 25/1/24 Colin Williams 25/1/24

Financial Adviser Insights, Data to Jan 25, 2024.

The positive start to the year continues with net change of +18. Much of the growth driven by 16 new entrants. Another 4 new licensees commenced.

Colin Williams 18/1/24 Colin Williams 18/1/24

Financial Adviser Insights, Data to Jan 18, 2024.

The week to Jan 18 shows a small positive change of +3. However, Calendar YTD is now at +24. 5 new entrants. This post includes a link to our wrap up of 2023.

Colin Williams 15/1/24 Colin Williams 15/1/24

Financial Adviser Insights, Data to Jan 11, 2024.

2023 finished with a flurry of resignations, but 2024 is off to a positive start. Resignations and switches over the end of the year are quite common and we expect to see more volatility as reporting continues through Jan 2024.

Colin Williams 21/12/23 Colin Williams 21/12/23

Financial Adviser Insights, Dec 21, 2023

This week saw a solid gain of new entrants. We also take a look as to how 2023 is coming to a close, including most and least growth of advisers plus new entrants.

Colin Williams 14/12/23 Colin Williams 14/12/23

Financial Adviser Insights, Dec 14, 2023

Another interesting week as we get close to rounding out the year. AMP are once again the largest adviser business after Insignia sell M3 to WT Financial Group.

Colin Williams 7/12/23 Colin Williams 7/12/23

Financial Adviser Insights, Dec 7, 2023

A busy week with some 125 advisers affected, major movements across our Investment Advice business model and Fortnum move up the leaderboard with acquisition of Aus Unity AFSL.