Weekly Financial Adviser Movement, May 5, 2022
A smaller loss this week, down (-5). Busy week with a lot of movement between licensees, especially across super funds as mergers continue.
Weekly Financial Adviser Movement, April 28, 2022
More losses this week dominated by NZ firm Graigs Investment Services. Net loss of 28 advisers and we edge closer to 17,000 advisers.
Advisers That Switched
Analysis of advisers who ‘switched’ - We analyse the movement of advisers in and out of self licensed AFSLs and across the broader market
Weekly Financial Adviser Movement, April 21, 2022
A week dominated by a large number of small licensees effectively closing. Very little growth with most advisers not being reappointed.
SMSF Analysis - By Adviser
The growth of SMSFs and the decline of the number of qualified advisers has given current advisers a massive opportunity in the SMSF sector
Weekly Financial Adviser Movement - April 14, 2022
A week dominated by a large number of small licensees effectively closing. Very little growth with most advisers not being reappointed.
Adviser and Licensee Star Ratings
Our Star Ratings system designed to help find advisers and licensees that have a good mix of experience and qualifications is up and running at our Members Lounge
Weekly Financial Adviser Movement - April 7, 2022
A busy week with 8 new licensees and 7 closed. 9 new Provisional Advisers. However, a net loss of (-24) advisers with Insignia and AMP both wearing significant losses for the week.
Weekly Financial Adviser Movement - Mar 31, 2022
A gain this week of +4 financial advisers, driven by an increase in Provisional Advisers. We also saw a small number of advisers coming back onto the ASIC FAR after passing the Financial Adviser Exam.