Financial Adviser Insights, Dec 14, 2023
Another interesting week as we get close to rounding out the year. AMP are once again the largest adviser business after Insignia sell M3 to WT Financial Group.
Financial Adviser Insights, Dec 7, 2023
A busy week with some 125 advisers affected, major movements across our Investment Advice business model and Fortnum move up the leaderboard with acquisition of Aus Unity AFSL.
Financial Adviser Insights, Nov 30, 2023
A net increase in advisers numbers this week of +6. Quite a bit of movement between licensees.
Financial Adviser Insights, Nov 23, 2023
A dip in the numbers this week, driven by Macquarie Group releasing advisers and a reduced number of new entrants.
Financial Adviser Insights, Nov 16, 2023
A welcome bounce in the number of advisers this week, aided by 9 new entrants. This week we ‘Compare the Pair’ - Fortnum and Australian Unity.
Financial Adviser Insights, Nov 9, 2023
This week, a small net loss of (-8) advisers but 16 experienced advisers dropped off the ASIC FAR. Another 6 new ‘Micro AFSLs’ commencing.
Financial Adviser Insights, Nov 2, 2023
A net loss of (-11) advisers despite gaining 9 new entrants and 4 new licensees. We look how experience has changed in advisers post FASEA.
Financial Adviser Insights, Oct 26, 2023
A small loss of just one adviser this week does hide a busy week from some licensees. We also look at the ratios of ARs to CARs often seen as a guide to the average size of practices per licensee.
Financial Adviser Insights, Oct 19, 2023
Adviser movement was by +1. This week, we analyse the calendar YTD stats covering off net movement of advisers, most gains / losses made by licensee owners and review the new entrants.