Weekly Financial Adviser Movement, May 19, 2022
A massive week of small self licensed AFSLs being closed. It was also a very slow week for new appointments and direct switching of advisers from one licensee to another.
Adviser Turnover By Licensee Owners
Adviser turnover has been high and not unexpected. However, it is interesting to see which licensee owners have managed the known issues better than others
Weekly Financial Adviser Movement, May 12, 2022
Losses dominated by movement at Bridges, part of Insignia Group. Can your licensee show some leadership by recruiting more new advisers?
Advisers - Switch Licensee or Start Your Own?
How the tools at Wealth Data’s Members Lounge can help financial advisers find the licensee of best fit for them
Financial Advisers - Find New Referral Opportunities
How to find referral opportunities at the Members Lounge - Find and contact accountants and other licensee owners who need support.
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.