Financial Advisers Insights - 2023 Wrapped Up
2023 in review - We look at the changes in adviser movement at the high level and down by licensee owners. We also highlight the number of new entrants.
Financial Adviser Insights, Data to Jan 11, 2024.
2023 finished with a flurry of resignations, but 2024 is off to a positive start. Resignations and switches over the end of the year are quite common and we expect to see more volatility as reporting continues through Jan 2024.
Financial Adviser Insights, Dec 21, 2023
This week saw a solid gain of new entrants. We also take a look as to how 2023 is coming to a close, including most and least growth of advisers plus new entrants.
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.