Colin Williams 12/3/26 Colin Williams 12/3/26

Financial Adviser Market Insights, March 12, 2026

Financial adviser data shows a small downturn. Super data included highlighting SMSF and Retail Funds on the up

Colin Williams 5/3/26 Colin Williams 5/3/26

Financial Adviser Market Insights, March 5, 2026

Financial adviser numbers dropped by five. Noted more advisers resigned with details backdated to Dec 2025. Four new licensees and six ceased.

Colin Williams 26/2/26 Colin Williams 26/2/26

Financial Adviser Market Insights, February 26, 2026

Financial adviser numbers dropped by three. Sequoia continue to see major losses. We revisit the Experienced Pathway and note some 180 advisers are still at risk.

Colin Williams 19/2/26 Colin Williams 19/2/26

Financial Adviser Market Insights, February 19, 2026

The week saw a net gain of two financial advisers despite ten new entrants commencing.

Colin Williams 12/2/26 Colin Williams 12/2/26

Financial Adviser Market Insights, February 12, 2026

Over the week, the number of advisers increased by eleven, boosted by 17 new entrants. A jump in disciplinary actions for 2025.

Colin Williams 5/2/26 Colin Williams 5/2/26

Financial Adviser Market Insights, February 5, 2026

Financial adviser market fell by 8. We show wealth firms' and sectors' performance over 1 and 3 years.

Colin Williams 29/1/26 Colin Williams 29/1/26

Financial Adviser Market Insights, January 29, 2026

A net gain of two advisers for the week as fewer advisers are affected while we finish January.

Colin Williams 22/1/26 Colin Williams 22/1/26

Financial Adviser Market Insights, January 22, 2026

A net loss of nine advisers despite 11 new entrants. Licensee Owners gains and losses for 2025

Colin Williams 15/1/26 Colin Williams 15/1/26

Financial Adviser Market Insights, January 15, 2026

Net loss of just five this week. 14 new entrants commenced along with five new licensees. More volatility expected over coming weeks.