Weekly Financial Adviser Movement To July 8, 2021
A much needed bounce this week with a jump of 22 Advisers. Some shuffling of the books as usual for the end of financial year. Nine new licensees commenced.
Weekly Financial Adviser Movement To July 1, 2021
A big week of Financial Adviser losses with 549 dropping off the ASIC FAR. Blog post has all the details
Weekly Financial Adviser Movement To June 24, 2021
This week more than 100 Advisers have ceased. We also take a look at the number of new small licensees versus those that closed for the financial year.
Making sense of data for Financial Planning Businesses - 3 Tips
“Without data your'e just another person with an opinion” W. Edwards Deming.
In this post we provide three tips with examples for senior leaders to use data that will help them to strategically build their business.