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Wealth Data
Home
Members Lounge and Blue Book
Blog
Free Dashboards
Adviser Weekly Dashboards
Free Client Segmentation Tool
Free Super Fund Level Stats
Free SMSF Statistics
Store
About/Contact/Subscribe
Contact
What We Do
Subscribe
Login Account
Contact Now
Home
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Blog
Folder: Free Dashboards
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Free Client Segmentation Tool
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Financial Adviser Insights, Oct 19, 2023
ASIC, Adviser Movement Colin Williams 19/10/23 ASIC, Adviser Movement Colin Williams 19/10/23

Financial Adviser Insights, Oct 19, 2023

Adviser movement was by +1. This week, we analyse the calendar YTD stats covering off net movement of advisers, most gains / losses made by licensee owners and review the new entrants.

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Financial Adviser Insights, Oct 12, 2023
ASIC, Adviser Movement Colin Williams 12/10/23 ASIC, Adviser Movement Colin Williams 12/10/23

Financial Adviser Insights, Oct 12, 2023

The number of advisers improved by a net +9, boosted by a continued influx of new entrants. In this week’s post, we highlight how you can better find advisers for your business.

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Financial Adviser Insights, Oct 5, 2023
ASIC, Adviser Movement Colin Williams 5/10/23 ASIC, Adviser Movement Colin Williams 5/10/23

Financial Adviser Insights, Oct 5, 2023

The adviser numbers turned red to the tune of (-18). This was despite 14 new entrants and 4 new licensees. We also launch our new database platform for our Members.

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