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Padua Wealth Data
Padua Wealth Data
Home
Members Lounge/Blue Book
Blog
Free Dashboards
Adviser Weekly Dashboards
Free Client Segmentation Tool
Free Super Fund Level Stats
Free SMSF Statistics
Store
About/Subscribe
Contact
What We Do
Subscribe
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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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Financial Adviser Insights, March 7, 2024
ASIC, Adviser Movement, FASEA Colin Williams 7/3/24 ASIC, Adviser Movement, FASEA Colin Williams 7/3/24

Financial Adviser Insights, March 7, 2024

A very busy week despite no net change in the number of advisers. Some of the large groups going toe-to-toe to gain advisers. Count now the 3rd largest group after buying Diverger.

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Financial Adviser Insights, Feb 29, 2024
ASIC, Adviser Movement, FASEA Colin Williams 29/2/24 ASIC, Adviser Movement, FASEA Colin Williams 29/2/24

Financial Adviser Insights, Feb 29, 2024

Another drop in advisers this week - we also include a link to our updated super stats

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Financial Adviser Insights, Feb 22, 2024
ASIC, Adviser Movement, FASEA Colin Williams 22/2/24 ASIC, Adviser Movement, FASEA Colin Williams 22/2/24

Financial Adviser Insights, Feb 22, 2024

Another drop in the number of advisers. Count to leapfrog Insignia by number of advisers.

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