Financial Adviser Insights, Sep 28, 2023
This week, the adviser numbers had one of its strongest week of the year, boosted by 19 new entrants. In total, the net number of advisers was up by 31. We also check in to see the real number of advisers.
SMSF Data To June, 2023
SMSF Data - Now updated with the latest data from the ATO. Dashboards are fully interactive.
Financial Adviser Insights, Sep21, 2023
A busy week with a net loss of (-30) advisers and one group down by (-24). 10 new entrants. We analyse the Financial Adviser Exam results since Aug 2022. The last few sittings have produced similar results. The number of advisers who have passed the exam but NOT current is now over 3,450
Financial Adviser Insights, Sep14, 2023
A steady increase of +9 advisers this week. We also analyse the gender balance across the adviser market, which suggests that the proportion of females could be falling.
Financial Adviser Insights, Sep7, 2023
Adviser movement was up net +1 this week. It was a volatile week with 115 advisers affected, creating some major gains and losses across some licensees.
Financial Adviser - Gross Revenue Fin Year 2022/23
Gross revenue for advisers who are based in companies listed on the ASX. Data taken from ASX yearly statements for the financial year, 2022/23
Financial Adviser Insights, Aug 31, 2023
Adviser movement this week was down by (-12), with one licensee down by (-10). This week we analyse the ‘contestable’ market for a BDM offering investments. It has become much more complex than in the past.
Financial Adviser Insights, Aug 24, 2023
This week, a net loss of just one adviser, while 68 advisers either joined, resigned or switched licensees. This week we take a look at the FAAA membership stats and, how it may well be the best of times to be a financial adviser.
Super Funds Analysis (APRA) -Updated June 2023
We analyse the latest APRA and ATO data for superannuation funds. SMSFs growth has slowed while Industry funds keep accelerating.