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Financial Adviser Movement to Feb 16, 2023
A decrease in adviser numbers of (-6). YTD still positive at 57. We take a look into new entrants that are now becoming a preferred growth opportunity for many licensees
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Financial Adviser Movement to Feb 9, 2023
Advisers' transition to new licensees results in 33 net gain this week. Three-month gains and losses for licensee owners also provided.
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Financial Adviser Movement to Feb 2, 2023
A net loss of (-26) advisers made to look a worse by the timing of adviser switches. This week, we also look at the 10 licensee owners that have had the most and least growth over the last three months.
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Financial Adviser Movement to Jan 26, 2023
A solid weekly gain of 18 advisers. We also analyse the ‘Class of 2022’ - new entrants against all other advisers.
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Financial Adviser Movement to Jan 19, 2023
A small loss of (-6) financial advisers for the week but the 2023 is still positive, up by 28. We did see 7 new Provisional Advisers but 5 also resigned.
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Financial Adviser Movement, Dec 22, 2022 to Jan 12, 2023
A solid start to the new year off the back of more Provisional Advisers being added to the ASIC FAR.
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Weekly Financial Adviser Movement, Dec 22, 2022
A strong week of new Provisional Advisers couldn’t prevent a net loss of (-9) advisers for the week.
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Weekly Financial Adviser Movement, Dec 15, 2022
A good week of growth this week driven by new entrants appearing as Provisional Advisers. We also indicate which states are under / over weight in advisers.
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Weekly Financial Adviser Movement, Dec 8, 2022
A busy resulting in a net loss of (-10) advisers. This week we introduce new APRA based Superannuation dashboards and update our SMSF dashboards.