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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 Market Insights, Dec 19, 2024
ASIC, Adviser Movement Colin Williams 19/12/24 ASIC, Adviser Movement Colin Williams 19/12/24

Financial Adviser Market Insights, Dec 19, 2024

The week saw a net gain of 8 advisers after 16 new entrants joined the FAR. We provide a snapshot of both the calendar and financial year to date. We unravel why Retail super funds are outperforming their Industry fund peers.

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Financial Adviser Market Insights, Dec 12, 2024
ASIC, Adviser Movement Colin Williams 12/12/24 ASIC, Adviser Movement Colin Williams 12/12/24

Financial Adviser Market Insights, Dec 12, 2024

A quiet week but one with Morgans taking over from AMP Financial Planning as the largest individual licensee. Will 2024 be a positive year?

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Financial Adviser Market Insights, Dec 5, 2024
ASIC, Adviser Movement Colin Williams 5/12/24 ASIC, Adviser Movement Colin Williams 5/12/24

Financial Adviser Market Insights, Dec 5, 2024

A new top ten post the Entireti / AMP deal. The week saw a small drop in the number of advisers

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Financial Adviser Market Insights, Nov 28, 2024
ASIC, Adviser Movement Colin Williams 28/11/24 ASIC, Adviser Movement Colin Williams 28/11/24

Financial Adviser Market Insights, Nov 28, 2024

A net decrease of three advisers in a busy week. Free super fund dashboards updated

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Financial Adviser Market Insights, Nov 21, 2024
ASIC, Adviser Movement Colin Williams 21/11/24 ASIC, Adviser Movement Colin Williams 21/11/24

Financial Adviser Market Insights, Nov 21, 2024

A net decrease of three advisers in a busy week. Free super fund dashboards updated

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Fund Level Superannuation Data - Expenses and Adviser Costs
ASIC, Adviser Movement, FASEA, Superannuation Colin Williams 14/11/24 ASIC, Adviser Movement, FASEA, Superannuation Colin Williams 14/11/24

Fund Level Superannuation Data - Expenses and Adviser Costs

Updated expense data (Nov 2024) including adviser fees. Dashboards based on APRA’s Superannuation Fund Level Statistics

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Financial Adviser Market Insights, Nov 14, 2024
ASIC, Adviser Movement Colin Williams 14/11/24 ASIC, Adviser Movement Colin Williams 14/11/24

Financial Adviser Market Insights, Nov 14, 2024

A gain of 16 advisers pushed the total number of advisers back above 15,500. Also included is a link to new super fund level data highlighting expenses and adviser costs.

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Financial Adviser Market Insights, Nov 7, 2024
ASIC, Adviser Movement Colin Williams 7/11/24 ASIC, Adviser Movement Colin Williams 7/11/24

Financial Adviser Market Insights, Nov 7, 2024

A gain of 11 advisers, dominated by 7 new licensees commencing. Morgans joining AMP Financial Planning as equal largest licensee.

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Financial Adviser Market Insights, Oct 31, 2024
ASIC, Adviser Movement Colin Williams 31/10/24 ASIC, Adviser Movement Colin Williams 31/10/24

Financial Adviser Market Insights, Oct 31, 2024

A net loss of 27 advisers this week. However, we are expecting many to return onto the ASIC FAR as advisers transition. Client segmentation tool

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