Financial Adviser Insights, June 6, 2024
This week adviser numbers slipped again taking Cal YTD numbers back into the red. We anaylse the current financial year and the past 12 months.
Financial Adviser Insights, May 30, 2024
This week numbers dipped despite a solid week of new entrants. We have updated our Super Funds data - retail funds are bouncing back.
Financial Adviser Insights, May 23, 2024
Another positive week pushing the YTD up to +22. Number of new entrants slipping compared to recent weeks.
Financial Adviser Insights, May 16, 2024
'Back in black' this calendar year as new entrants boost the adviser numbers. Financial Adviser Landscape Presentation - Free To Download.
Financial Adviser Insights, May 9, 2024
A positive week as new entrants continue to flow onto the ASIC FAR. Has there been a better time to be an adviser? Maybe not.
Financial Adviser Insights, May 2, 2024
A positive week as new entrants come onto the ASIC FAR after the financial adviser exam results were released last week. We anlayse listed firms across sectors sf wealth management to determine which hare adding value to their shareholders
Financial Adviser Insights, April 25, 2024
A quiet week in terms of financial adviser movement, with the market down by net (-1). The Financial Adviser Exam results just released and we have provided an analysis of the results.
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.
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.