Financial Adviser Insights, Feb 22, 2024
Another drop in the number of advisers. Count to leapfrog Insignia by number of advisers.
Financial Adviser Insights, Feb 15, 2024
A small drop in the number of advisers this week. The number of advisers affected was once again in excess of 100. This week we have offered more free tools.
Free - Fund Level Superannuation Funds - Statistics
Get to know your superannuation funds - Just release our new dashboards based on APRA’s Superannuation Fund Level Statistics
Financial Adviser Insights, Data to Feb 8, 2024
A small rise in the net number of advisers. However, a lot of activity with over 100 advisers affected by a change of some type. New entrants and new licensees continue to drive growth.
Financial Adviser Insights, Data to Feb 1, 2024
The first major fall for the year, with adviser numbers dropping by (-18). We’re still positive for the YTD. We also take a look at super funds and assets held directly. Retail funds are well below their counterparts. But not all major funds pursue direct investments.
Financial Adviser Insights, Data to Jan 25, 2024.
The positive start to the year continues with net change of +18. Much of the growth driven by 16 new entrants. Another 4 new licensees commenced.
Financial Adviser Insights, Data to Jan 18, 2024.
The week to Jan 18 shows a small positive change of +3. However, Calendar YTD is now at +24. 5 new entrants. This post includes a link to our wrap up of 2023.
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.