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Padua Wealth Data
Padua Wealth Data
Home
Members Lounge/Blue Book
Blog
Free Dashboards
Adviser Weekly Dashboards
Free Client Segmentation Tool
Free Super Fund Level Stats
Free SMSF Statistics
Store
About/Subscribe
Contact
What We Do
Subscribe
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Financial Adviser Insights, Nov 23, 2023
ASIC, Adviser Movement, FASEA Colin Williams 23/11/23 ASIC, Adviser Movement, FASEA Colin Williams 23/11/23

Financial Adviser Insights, Nov 23, 2023

A dip in the numbers this week, driven by Macquarie Group releasing advisers and a reduced number of new entrants.

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Financial Adviser Insights, Nov 16, 2023
ASIC, Adviser Movement, FASEA Colin Williams 16/11/23 ASIC, Adviser Movement, FASEA Colin Williams 16/11/23

Financial Adviser Insights, Nov 16, 2023

A welcome bounce in the number of advisers this week, aided by 9 new entrants. This week we ‘Compare the Pair’ - Fortnum and Australian Unity.

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Financial Adviser Insights, Nov 9, 2023
ASIC, Adviser Movement, FASEA Colin Williams 9/11/23 ASIC, Adviser Movement, FASEA Colin Williams 9/11/23

Financial Adviser Insights, Nov 9, 2023

This week, a small net loss of (-8) advisers but 16 experienced advisers dropped off the ASIC FAR. Another 6 new ‘Micro AFSLs’ commencing.

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Financial Adviser Insights, Nov 2, 2023
ASIC, Adviser Movement, FASEA Colin Williams 2/11/23 ASIC, Adviser Movement, FASEA Colin Williams 2/11/23

Financial Adviser Insights, Nov 2, 2023

A net loss of (-11) advisers despite gaining 9 new entrants and 4 new licensees. We look how experience has changed in advisers post FASEA.

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Financial Adviser Insights, Oct 26, 2023
ASIC, Adviser Movement Colin Williams 26/10/23 ASIC, Adviser Movement Colin Williams 26/10/23

Financial Adviser Insights, Oct 26, 2023

A small loss of just one adviser this week does hide a busy week from some licensees. We also look at the ratios of ARs to CARs often seen as a guide to the average size of practices per licensee.

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Financial Adviser Insights, Oct 19, 2023
ASIC, Adviser Movement Colin Williams 19/10/23 ASIC, Adviser Movement Colin Williams 19/10/23

Financial Adviser Insights, Oct 19, 2023

Adviser movement was by +1. This week, we analyse the calendar YTD stats covering off net movement of advisers, most gains / losses made by licensee owners and review the new entrants.

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Financial Adviser Insights, Oct 12, 2023
ASIC, Adviser Movement Colin Williams 12/10/23 ASIC, Adviser Movement Colin Williams 12/10/23

Financial Adviser Insights, Oct 12, 2023

The number of advisers improved by a net +9, boosted by a continued influx of new entrants. In this week’s post, we highlight how you can better find advisers for your business.

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Financial Adviser Insights, Oct 5, 2023
ASIC, Adviser Movement Colin Williams 5/10/23 ASIC, Adviser Movement Colin Williams 5/10/23

Financial Adviser Insights, Oct 5, 2023

The adviser numbers turned red to the tune of (-18). This was despite 14 new entrants and 4 new licensees. We also launch our new database platform for our Members.

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Financial Adviser Insights, Sep 28, 2023
ASIC, Adviser Movement Colin Williams 28/9/23 ASIC, Adviser Movement Colin Williams 28/9/23

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.

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