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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
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Contact Now
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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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Financial Adviser Market Insights, April 24, 2025
ASIC, Adviser Movement Colin Williams 24/4/25 ASIC, Adviser Movement Colin Williams 24/4/25

Financial Adviser Market Insights, April 24, 2025

A quiet week with a net gain of just one adviser despite six new entrants. One new licensee commenced.

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Financial Adviser Market Insights, April 17, 2025
ASIC, Adviser Movement Colin Williams 16/4/25 ASIC, Adviser Movement Colin Williams 16/4/25

Financial Adviser Market Insights, April 17, 2025

Another good week of new entrants helping growth to be at plus 10 for the week. Financial Adviser landscape PowerPoint presentation now available.

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Financial Adviser Market Insights, April 10, 2025
ASIC, Adviser Movement Colin Williams 10/4/25 ASIC, Adviser Movement Colin Williams 10/4/25

Financial Adviser Market Insights, April 10, 2025

A strong week of growth, up by 24 advisers, driven by a surge of new entrants. Total number of advisers now at a nice round number of 15,600.

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