Financial Adviser Insights To May 11, 2023
A loss of (-5) advisers this week despite 5 new entrants. This week we look back over the last 12 months to view the top ten licensee owners by gains and losses.
Financial Adviser Insights To May 4, 2023
A loss of (-10) advisers despite 11 new entrants commencing this week. In this post we examine which licensees owners are losing advisers to micro AFSLs and we launch a new dashboard for Authorised Representatives.
Financial Adviser Insights To April 28, 2023
A quieter week with a net gain of +3 advisers. We also saw 8 new entrants. This week we take a look at the number of licensees and how the make up has changed since Jan 1, 2021.
Financial Adviser Insights To April 20, 2023
A busy week with significant movement across some key licensees. The net loss of (-15) was despite 5 new entrants come onto the ASIC FAR. This week we take one more look at the ‘Experience Pathway’ announced a few days ago.
Financial Adviser Insights To April 13, 2023
A quiet week for adviser movement leaving a +1 improvement with 59 advisers being appointed / resigning.
This week we revisit the advisers who could benefit from the proposed ‘Experienced Pathway’ which has had little reporting since being announced last year - Over 3,500 may benefit from this proposal
Financial Adviser Insights To April 6, 2023
A very busy week despite growth only showing +1. We saw 24 new entrants and effectively 23 experienced advisers leave. This week we also delve into the potential membership of the FAAA
Financial Adviser Insights To March 30, 2023
This week we saw an increase of 15 advisers as new entrants join the ASIC FAR. We also launch our new look Adviser Fast Facts dashboard with a video highlighting the state of the adviser market.
Financial Adviser Insights To March 23, 2023
A lot of movement this week despite only a net loss of (-4) advisers. This week we look at the last three months of growth. We also introduce the Life Insurance Framework Whitepaper
Financial Adviser Insights To March 16, 2023
Zero net movement recorded this week - first time we’ve seen this since doing weekly updates. However, 69 advisers did resign or be appointed. This week we include some analysis of the Count / Affinia deal including a side by side view of key adviser statistics. We have also updated our SMSF ATO stats to Dec 2022