0
Skip to Content
Wealth Data
Home
Members Lounge and Blue Book
Blog
Free Dashboards
Adviser Weekly Dashboards
Free Client Segmentation Tool
Free Super Fund Level Stats
Free SMSF Statistics
Store
About/Contact/Subscribe
Contact
What We Do
Subscribe
Login Account
Contact Now
Wealth Data
Home
Members Lounge and Blue Book
Blog
Free Dashboards
Adviser Weekly Dashboards
Free Client Segmentation Tool
Free Super Fund Level Stats
Free SMSF Statistics
Store
About/Contact/Subscribe
Contact
What We Do
Subscribe
Login Account
Contact Now
Home
Members Lounge and Blue Book
Blog
Folder: Free Dashboards
Back
Adviser Weekly Dashboards
Free Client Segmentation Tool
Free Super Fund Level Stats
Free SMSF Statistics
Store
Folder: About/Contact/Subscribe
Back
Contact
What We Do
Subscribe
Login Account
Contact Now
Weekly Financial Adviser Movement To Sep 9, 2021
ASIC, Financial Planning Colin Williams 9/9/21 ASIC, Financial Planning Colin Williams 9/9/21

Weekly Financial Adviser Movement To Sep 9, 2021

Losses this week only (-2) advisers. We look into the three largest advice groups and how they compare to all the other advice groups - it isn’t pretty.

Read More
Weekly Financial Adviser Movement To Sep 2, 2021
ASIC, Financial Planning Colin Williams 2/9/21 ASIC, Financial Planning Colin Williams 2/9/21

Weekly Financial Adviser Movement To Sep 2, 2021

A sharp fall back of (-44) advisers for the week. We also look at the FASEA Exam Pass rates for July which was only 39% for those we were re-sitting the exam.

Read More
Weekly Financial Adviser Movement To August 26, 2021
ASIC, Financial Planning Colin Williams 26/8/21 ASIC, Financial Planning Colin Williams 26/8/21

Weekly Financial Adviser Movement To August 26, 2021

Number of advisers up by +1 and we look like we will go two months back to back for growth since heavy losses commenced at the start of 2019.

Read More
Weekly Financial Adviser Movement To August 19, 2021
ASIC, Financial Planning Colin Williams 19/8/21 ASIC, Financial Planning Colin Williams 19/8/21

Weekly Financial Adviser Movement To August 19, 2021

Number of advisers up by +10 this week driven by new Provisional Advisers. We also take a quick look into disciplinary actions agains advisers as shown on the ASIC FAR.

Read More
Weekly Financial Adviser Movement To August 12, 2021
ASIC, Financial Planning Colin Williams 12/8/21 ASIC, Financial Planning Colin Williams 12/8/21

Weekly Financial Adviser Movement To August 12, 2021

Number of advisers down by (-5). We also provide an analysis that shows why small is the new big for adviser growth.

Read More
Weekly Financial Adviser Movement To August 5, 2021
ASIC, Financial Planning Colin Williams 5/8/21 ASIC, Financial Planning Colin Williams 5/8/21

Weekly Financial Adviser Movement To August 5, 2021

Number of advisers down by (-9). Financial year is still positive. We also take a look at the FASEA Media release and why it was missing much needed context.

Read More
Weekly Financial Adviser Movement To July 29, 2021
ASIC, Financial Planning Colin Williams 29/7/21 ASIC, Financial Planning Colin Williams 29/7/21

Weekly Financial Adviser Movement To July 29, 2021

Number of advisers down by (-18). However, the number for July is actually in positive territory. We also take a look at the current FASEA Exam results across peer groups.

Read More
Weekly Financial Adviser Movement To July 22, 2021
ASIC, Financial Planning Colin Williams 22/7/21 ASIC, Financial Planning Colin Williams 22/7/21

Weekly Financial Adviser Movement To July 22, 2021

The number of advisers were down by a total of (-16), despite new additions at Macquarie Group and some encouraging growth of Provisional Advisers.

Read More
Weekly Financial Adviser Movement To July 15, 2021
ASIC, Financial Planning Colin Williams 15/7/21 ASIC, Financial Planning Colin Williams 15/7/21

Weekly Financial Adviser Movement To July 15, 2021

Two weeks in a row of Financial Adviser growth which is good to see. This week a growth of 9 Advisers. A much quieter week in terms of movement. Still seeing some losses backdated into June and most gains show up in July.

Read More
Newer Posts
Older Posts

Phone +61(0) 432 485 569 | Click For More Contact Details ©Wealth Data - Permission Required To Use Any Published Material At Our Website

Made with Squarespace - Terms and Conditions - Privacy - Wealth Data trading name of The Humble Investor Pty Ltd