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Wealth Data
Home
Members Lounge and Blue Book
Blog
Free Dashboards
Adviser Weekly Dashboards
Free Client Segmentation Tool
Free Super Fund Level Stats
Free SMSF Statistics
Store
About/Contact/Subscribe
Contact
What We Do
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Contact Now
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Financial Adviser Market Insights, March 6, 2025
ASIC, Adviser Movement Colin Williams 6/3/25 ASIC, Adviser Movement Colin Williams 6/3/25

Financial Adviser Market Insights, March 6, 2025

A very busy week with many advisers switching major licensees and five new AFSLs. The latest superannuation including SMSF statistics updated.

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Financial Adviser Market Insights, February 27, 2025
ASIC, Adviser Movement Colin Williams 27/2/25 ASIC, Adviser Movement Colin Williams 27/2/25

Financial Adviser Market Insights, February 27, 2025

In 2025, weekly growth has reached 97, mainly due to new entrants. We reveal which sectors and firms are hiring them.

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Financial Adviser Market Insights, February 20, 2025
ASIC, Adviser Movement Colin Williams 20/2/25 ASIC, Adviser Movement Colin Williams 20/2/25

Financial Adviser Market Insights, February 20, 2025

2025 continues its weekly growth albeit at a slower rate this week. Superannuation data at the fund level now available for free.

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Financial Planner Expenses At Super Funds
ASIC, Adviser Movement, FASEA, Superannuation Colin Williams 13/2/25 ASIC, Adviser Movement, FASEA, Superannuation Colin Williams 13/2/25

Financial Planner Expenses At Super Funds

Financial Advice expenses at super funds are on the up by some 28% year-on-year. All the details available to members.

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Financial Adviser Market Insights, February 13, 2025
ASIC, Adviser Movement Colin Williams 13/2/25 ASIC, Adviser Movement Colin Williams 13/2/25

Financial Adviser Market Insights, February 13, 2025

2025 continues its weekly growth. This week up by 22 advisers and 17 of whom are new advisers. Post includes links to advice expenses at superannuation funds.

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Annual ‘Fund Level’ Superannuation Statistics
ASIC, Adviser Movement, FASEA, Superannuation Colin Williams 6/2/25 ASIC, Adviser Movement, FASEA, Superannuation Colin Williams 6/2/25

Annual ‘Fund Level’ Superannuation Statistics

APRA reporting of Superannuation funds at the Fund Level. Highlights growth, investment returns, detailed expenses, asset allocations and much more.

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Financial Adviser Market Insights, February 6, 2025
ASIC, Adviser Movement Colin Williams 6/2/25 ASIC, Adviser Movement Colin Williams 6/2/25

Financial Adviser Market Insights, February 6, 2025

2025 continues its weekly growth. This week a new licensee commenced with 28 advisers. Link included to our Super Fund Level Statistics post.

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Financial Adviser Market Insights, Jan 30, 2025
ASIC, Adviser Movement Colin Williams 30/1/25 ASIC, Adviser Movement Colin Williams 30/1/25

Financial Adviser Market Insights, Jan 30, 2025

The year is gaining momentum after another positive week driven be new entrants. We also analyse where advisers go after leaving large firms.

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Financial Adviser Market Insights, Jan 23, 2025
ASIC, Adviser Movement Colin Williams 23/1/25 ASIC, Adviser Movement Colin Williams 23/1/25

Financial Adviser Market Insights, Jan 23, 2025

The year is gaining momentum after another positive week driven be new entrants (advisers) joining the ASIC FAR. Links provided to 2024 Financial Adviser Market In Review

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