Financial Adviser Insights To June 1, 2023
Another week of losses and growth YTD has dropped to only +14. This week we analyse advisers that have ceased during 2023. After five months some 365 have ceased and this could clime to over 850 by the end of the year.
Financial Adviser Insights To May 25, 2023
Adviser numbers dropped by (-14) and Calendar YTD is still positive at 29. AMP Group YTD lead the way with new entrants and is double the next highest, Diverger.
Financial Adviser Insights To May 18, 2023
A small uptick this week of 1 adviser. We take a look at the value of different sectors of the wealth market for firms listed on the ASX. The platform sector has done well - large firms and fund managers not so well.
Financial Adviser Insights To May 11, 2023
A loss of (-5) advisers this week despite 5 new entrants. This week we look back over the last 12 months to view the top ten licensee owners by gains and losses.
Financial Adviser Insights To May 4, 2023
A loss of (-10) advisers despite 11 new entrants commencing this week. In this post we examine which licensees owners are losing advisers to micro AFSLs and we launch a new dashboard for Authorised Representatives.
Financial Adviser Insights To April 28, 2023
A quieter week with a net gain of +3 advisers. We also saw 8 new entrants. This week we take a look at the number of licensees and how the make up has changed since Jan 1, 2021.
Financial Adviser Insights To April 20, 2023
A busy week with significant movement across some key licensees. The net loss of (-15) was despite 5 new entrants come onto the ASIC FAR. This week we take one more look at the ‘Experience Pathway’ announced a few days ago.
Financial Adviser Insights To April 13, 2023
A quiet week for adviser movement leaving a +1 improvement with 59 advisers being appointed / resigning.
This week we revisit the advisers who could benefit from the proposed ‘Experienced Pathway’ which has had little reporting since being announced last year - Over 3,500 may benefit from this proposal
Financial Adviser Insights To April 6, 2023
A very busy week despite growth only showing +1. We saw 24 new entrants and effectively 23 experienced advisers leave. This week we also delve into the potential membership of the FAAA