Financial Adviser Insights, July 20, 2023
FAR, ASIC Colin Williams FAR, ASIC Colin Williams

Financial Adviser Insights, July 20, 2023

The net movement of financial advisers this week was zero, despite 71 advisers being either appointed or resigning. We also look at the concentration of advisers in their state CBD. Super fund advisers are heavily represented in the CBD.

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Financial Adviser Insights, July 13, 2023
FAR, ASIC Colin Williams FAR, ASIC Colin Williams

Financial Adviser Insights, July 13, 2023

A quieter week of adviser movement as we move into the second week of the financial year. Net movement, up by +8 with 13 new entrants. We also take a closer look at the adviser and licensees movement by our business models.

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Financial Adviser Insights To June 22, 2023
FAR, ASIC Colin Williams FAR, ASIC Colin Williams

Financial Adviser Insights To June 22, 2023

This week’s adviser movement saw a net loss of (-17) advisers despite a surge in new entrants. Calendar YTD 438 advisers have ceased. We take another look at advisers affected by disciplinary actions and note that close to 50% were last authorised at a licensee that is now closed.

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