Financial Adviser Insights, Dec 14, 2023
Another interesting week as we get close to rounding out the year. AMP are once again the largest adviser business after Insignia sell M3 to WT Financial Group.
Financial Adviser Insights, Dec 7, 2023
A busy week with some 125 advisers affected, major movements across our Investment Advice business model and Fortnum move up the leaderboard with acquisition of Aus Unity AFSL.
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.