Weekly Financial Adviser Movement, June 9, 2022
Another big week of small self licensed AFSLs closing, i.e. down to zero advisers. 31 closed and a net reduction of (-89) advisers for the week.
Weekly Financial Adviser Movement, June 2, 2022
Another big week of small self licensed AFSLs closing, i.e. down to zero advisers. 49 closed and a net reduction of (-149) advisers for the week.
Weekly Financial Adviser Movement, May 26, 2022
Another big week of small self licensed AFSLs closing, i.e. down to zero advisers. 62 closed and a net reduction of (-129) advisers for the week.
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.