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.
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.
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.
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.