SMSF Data To Sept, 2023
SMSF Data - Now updated to Sept 2023 with the latest data from the ATO. Dashboards are fully interactive.
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.
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.
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.
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.
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.
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.
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.
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.