2024 Financial Adviser Market In Review
2024 In Review - Change in adviser numbers, growth / the least growth by licensee owners, organic growth and new entrants
Financial Adviser Insights, March 7, 2024
A very busy week despite no net change in the number of advisers. Some of the large groups going toe-to-toe to gain advisers. Count now the 3rd largest group after buying Diverger.
Financial Adviser Insights, Feb 29, 2024
Another drop in advisers this week - we also include a link to our updated super stats
Financial Adviser Insights, Feb 22, 2024
Another drop in the number of advisers. Count to leapfrog Insignia by number of advisers.
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.
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.
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.
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.
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.