Financial Adviser Client Segmentation Tool - Free Edition Now Available
Financial Adviser Client Segmentation Tool - Visualise your client base, know the critical data points in time, total revenue and revenue per hour.
Super Funds Analysis At Fund Level Plus Adviser Data Sep 2023
We analyse the latest APRA and ATO data for superannuation funds. SMSFs growth has slowed while Industry funds keep accelerating.
Financial Adviser Insights, Nov 30, 2023
A net increase in advisers numbers this week of +6. Quite a bit of movement between licensees.
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.