
Financial Adviser Insights, July 27, 2023
A quieter week with only 45 advisers either resigning or being appointed and a net positive movement of 8 advisers. We also look at transfers out of industry funds into SMSFs

Financial Adviser Insights, July 20, 2023
The net movement of financial advisers this week was zero, despite 71 advisers being either appointed or resigning. We also look at the concentration of advisers in their state CBD. Super fund advisers are heavily represented in the CBD.

Financial Adviser Insights, July 13, 2023
A quieter week of adviser movement as we move into the second week of the financial year. Net movement, up by +8 with 13 new entrants. We also take a closer look at the adviser and licensees movement by our business models.

Financial Adviser Insights - Fin Year 2023 Wrap Plus Weekly Change
A very busy week as we move into the new financial year. The week saw a net loss of (-33) advisers, but the new financial year is up by +115. The post is split to give a summary of last financial year and this week’s activity. 275 advisers included in the data for the week.

Financial Adviser Insights To June 29, 2023
A loss of (-46) advisers this week as it gets close to the end of the financial year. We tend to see a surge of losses in June and afterwards a surge in appointment in July as advisers switch licensees.

Financial Adviser Insights To June 22, 2023
This week’s adviser movement saw a net loss of (-17) advisers despite a surge in new entrants. Calendar YTD 438 advisers have ceased. We take another look at advisers affected by disciplinary actions and note that close to 50% were last authorised at a licensee that is now closed.

Financial Adviser Insights To June 15, 2023
This week a loss of (-15) advisers and this took calendar YTD into the red at (-5). We also analyse if we currently have enough advisers to service all Australians.

Do we have the right number of advisers?
In this post we take a deep dive to find if we can provide advice to all Australians with the current number of Financial Advisers - The numbers may surprise you.

Financial Adviser Insights To June 8, 2023
This week we saw a net loss of (-4) advisers in what was a very busy week. We also analyse the number of disciplinary actions by adviser from 2015