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Members Lounge and Blue Book
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Financial Adviser Insights, May 9, 2024
ASIC, Adviser Movement, FASEA Colin Williams 7/5/24 ASIC, Adviser Movement, FASEA Colin Williams 7/5/24

Financial Adviser Insights, May 9, 2024

A positive week as new entrants continue to flow onto the ASIC FAR. Has there been a better time to be an adviser? Maybe not.

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Financial Adviser Insights, May 2, 2024
ASIC, Adviser Movement, FASEA Colin Williams 2/5/24 ASIC, Adviser Movement, FASEA Colin Williams 2/5/24

Financial Adviser Insights, May 2, 2024

A positive week as new entrants come onto the ASIC FAR after the financial adviser exam results were released last week. We anlayse listed firms across sectors sf wealth management to determine which hare adding value to their shareholders

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Financial Adviser Insights, April 25, 2024
ASIC, Adviser Movement, FASEA Colin Williams 26/4/24 ASIC, Adviser Movement, FASEA Colin Williams 26/4/24

Financial Adviser Insights, April 25, 2024

A quiet week in terms of financial adviser movement, with the market down by net (-1). The Financial Adviser Exam results just released and we have provided an analysis of the results.

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Financial Adviser Insights, April 18, 2024
ASIC, Adviser Movement, FASEA Colin Williams 18/4/24 ASIC, Adviser Movement, FASEA Colin Williams 18/4/24

Financial Adviser Insights, April 18, 2024

A net loss of eight advisers, with one licensee down by (-10). We revisit the net growth of Micro AFSLs and for the calendar YTD, it is now almost one-to-one for licensees commencing and ceasing.

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Financial Adviser Insights, April 11, 2024
ASIC, Adviser Movement, FASEA Colin Williams 11/4/24 ASIC, Adviser Movement, FASEA Colin Williams 11/4/24

Financial Adviser Insights, April 11, 2024

Net movement of advisers was flat - zero. Two major groups, AMP and Count lost net five advisers each. We analyse what happens to advisers in Micro AFSLs after their AFSL ceases.

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Financial Adviser Insights, April 4, 2024
ASIC, Adviser Movement, FASEA Colin Williams 4/4/24 ASIC, Adviser Movement, FASEA Colin Williams 4/4/24

Financial Adviser Insights, April 4, 2024

A loss of (-14) advisers this week. As we move into the last quarter of the financial year, we review the progress of the adviser market and compare to the corresponding time period.

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Financial Adviser Insights, March 28, 2024
ASIC, Adviser Movement, FASEA Colin Williams 28/3/24 ASIC, Adviser Movement, FASEA Colin Williams 28/3/24

Financial Adviser Insights, March 28, 2024

Advisers numbers sink into the red for this calendar year. Godfrey Pembroke on the move. Gross earnings of advisers revealed.

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Financial Adviser Insights, March 21, 2024
ASIC, Adviser Movement, FASEA Colin Williams 21/3/24 ASIC, Adviser Movement, FASEA Colin Williams 21/3/24

Financial Adviser Insights, March 21, 2024

A big gain his week for Centrepoint Group, up by 9 advisers. We analyse new entrants and how many are starting and still current on the ASIC FAR.

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Financial Adviser Insights, March 14, 2024
ASIC, Adviser Movement, FASEA Colin Williams 14/3/24 ASIC, Adviser Movement, FASEA Colin Williams 14/3/24

Financial Adviser Insights, March 14, 2024

A slower week of financial adviser movement - we analyse the last six months and some larger firms are doing great.

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