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Padua Wealth Data
Padua Wealth Data
Home
Members Lounge/Blue Book
Blog
Free Dashboards
Adviser Weekly Dashboards
Free Client Segmentation Tool
Free Super Fund Level Stats
Free SMSF Statistics
Store
About/Subscribe
Contact
What We Do
Subscribe
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Weekly Financial Adviser Movement, May 19, 2022
FAR, ASIC Colin Williams 19/5/22 FAR, ASIC Colin Williams 19/5/22

Weekly Financial Adviser Movement, May 19, 2022

A massive week of small self licensed AFSLs being closed. It was also a very slow week for new appointments and direct switching of advisers from one licensee to another.

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Weekly Financial Adviser Movement, May 12, 2022
FAR, ASIC Colin Williams 12/5/22 FAR, ASIC Colin Williams 12/5/22

Weekly Financial Adviser Movement, May 12, 2022

Losses dominated by movement at Bridges, part of Insignia Group. Can your licensee show some leadership by recruiting more new advisers?

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Weekly Financial Adviser Movement, May 5, 2022
FAR, ASIC Colin Williams 5/5/22 FAR, ASIC Colin Williams 5/5/22

Weekly Financial Adviser Movement, May 5, 2022

A smaller loss this week, down (-5). Busy week with a lot of movement between licensees, especially across super funds as mergers continue.

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Weekly Financial Adviser Movement, April 28, 2022
FAR, ASIC Colin Williams 28/4/22 FAR, ASIC Colin Williams 28/4/22

Weekly Financial Adviser Movement, April 28, 2022

More losses this week dominated by NZ firm Graigs Investment Services. Net loss of 28 advisers and we edge closer to 17,000 advisers.

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Weekly Financial Adviser Movement, April 21, 2022
FAR, ASIC Colin Williams 21/4/22 FAR, ASIC Colin Williams 21/4/22

Weekly Financial Adviser Movement, April 21, 2022

A week dominated by a large number of small licensees effectively closing. Very little growth with most advisers not being reappointed.

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Weekly Financial Adviser Movement - April 14, 2022
FAR, ASIC Colin Williams 14/4/22 FAR, ASIC Colin Williams 14/4/22

Weekly Financial Adviser Movement - April 14, 2022

A week dominated by a large number of small licensees effectively closing. Very little growth with most advisers not being reappointed.

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Weekly Financial Adviser Movement - April 7, 2022
FAR, ASIC Colin Williams 7/4/22 FAR, ASIC Colin Williams 7/4/22

Weekly Financial Adviser Movement - April 7, 2022

A busy week with 8 new licensees and 7 closed. 9 new Provisional Advisers. However, a net loss of (-24) advisers with Insignia and AMP both wearing significant losses for the week.

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Weekly Financial Adviser Movement - Mar 31, 2022
FAR, ASIC Colin Williams 31/3/22 FAR, ASIC Colin Williams 31/3/22

Weekly Financial Adviser Movement - Mar 31, 2022

A gain this week of +4 financial advisers, driven by an increase in Provisional Advisers. We also saw a small number of advisers coming back onto the ASIC FAR after passing the Financial Adviser Exam.

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Weekly Financial Adviser Movement - Mar 24, 2022
FAR, ASIC Colin Williams 24/3/22 FAR, ASIC Colin Williams 24/3/22

Weekly Financial Adviser Movement - Mar 24, 2022

A loss of (-15) advisers this week as adviser numbers reduced to 17,193. 4 new licensees and 4 closed. This week we analyse the ‘Contestable Market’ for Investments. Highlights how difficult it is to reach all advisers.

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