Financial Adviser Insights To June 8, 2023
This week we saw a net loss of (-4) advisers in what was a very busy week. We also analyse the number of disciplinary actions by adviser from 2015
Financial Adviser Insights To June 1, 2023
Another week of losses and growth YTD has dropped to only +14. This week we analyse advisers that have ceased during 2023. After five months some 365 have ceased and this could clime to over 850 by the end of the year.
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.