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.
Weekly Financial Adviser Movement To June 17, 2021
Another week with losses greater than 50 actual Advisers. Euroz close down two licensees and Wealth Today to buy Sentry Group.
Weekly Financial Adviser Movement To June 10, 2021
Over 50 Advisers lost roles this week. Aware Super and AMP accounting for most losses. IOOF add ex MLC advisers to Actuate Alliance Services.
Weekly Movement of Financial Advisers To June 3, 2021
IOOF dominate the movement of Advisers this week as the takeover of MLC is finalised and they leapfrog AMP for the number of aligned Advisers.
FASEA Pass Rates - Known and Forecast Results By Peer Groups
A detailed review of peer groups across financial planning highlighting FASEA Exam pass rates and forecasts for year end Adviser numbers.
Financial Adviser Movement - Weekly Update to May 27, 2021
Weekly movement of financial advisers to May 27, 2021. Heavy losses as the number of Advisers drop to below 20,000
Weekly Financial Adviser Movement To May 20, 2021
Weekly movement of financial advisers to May 20, 2021. Heavy losses at both ends of the licensee spectrum with major groups losing advisers and small licensees calling it a day.
Weekly Financial Adviser Movement To May 13, 2021
Weekly movement of financial advisers to May 13, 2021. For some licensees this was ‘cleanup’ week as excess Adviser roles were removed and non client facing staff taken off the ASIC FAR.
Weekly Analysis of Financial Adviser Movement to May 6, 2021
Analysis of Financial Adviser movement to May 6, 2021. A loss of 48 Advisers and 10 licensees effectively closed. See all the details via the dashboards.