Financial Adviser Insights To May 25, 2023
Adviser numbers dropped by (-14) and Calendar YTD is still positive at 29. AMP Group YTD lead the way with new entrants and is double the next highest, Diverger.
Super Funds -Updated To March 2023
We analyse the latest APRA and ATO data for superannuation funds. What much of this highlights is the use of listed and unlisted assets to generate returns. Does the public fully understand what this could mean to them?
Financial Adviser Insights To May 18, 2023
A small uptick this week of 1 adviser. We take a look at the value of different sectors of the wealth market for firms listed on the ASX. The platform sector has done well - large firms and fund managers not so well.
Financial Adviser Insights To May 11, 2023
A loss of (-5) advisers this week despite 5 new entrants. This week we look back over the last 12 months to view the top ten licensee owners by gains and losses.
Financial Adviser Insights To May 4, 2023
A loss of (-10) advisers despite 11 new entrants commencing this week. In this post we examine which licensees owners are losing advisers to micro AFSLs and we launch a new dashboard for Authorised Representatives.
Financial Adviser Insights To April 28, 2023
A quieter week with a net gain of +3 advisers. We also saw 8 new entrants. This week we take a look at the number of licensees and how the make up has changed since Jan 1, 2021.
Financial Adviser Insights To April 20, 2023
A busy week with significant movement across some key licensees. The net loss of (-15) was despite 5 new entrants come onto the ASIC FAR. This week we take one more look at the ‘Experience Pathway’ announced a few days ago.
Superannuation Stats - Industry Funds Pull Ahead
The latest quarterly updates of super funds shows that Industry Funds are still powering along giving them advantages in scale.
Financial Adviser Insights To April 13, 2023
A quiet week for adviser movement leaving a +1 improvement with 59 advisers being appointed / resigning.
This week we revisit the advisers who could benefit from the proposed ‘Experienced Pathway’ which has had little reporting since being announced last year - Over 3,500 may benefit from this proposal