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Wealth Data
Home
Members Lounge and Blue Book
Blog
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Free Client Segmentation Tool
Free Super Fund Level Stats
Free SMSF Statistics
Store
About/Contact/Subscribe
Contact
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SMSF Data To Dec, 2023 Data Released Feb 2024
SMSF, Superannuation Colin Williams 29/2/24 SMSF, Superannuation Colin Williams 29/2/24

SMSF Data To Dec, 2023 Data Released Feb 2024

SMSF Data - Now updated to DEC 2023 with the latest data from the ATO released in Feb 2023. Dashboards are fully interactive.

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Financial Adviser Insights, Feb 29, 2024
ASIC, Adviser Movement, FASEA Colin Williams 29/2/24 ASIC, Adviser Movement, FASEA Colin Williams 29/2/24

Financial Adviser Insights, Feb 29, 2024

Another drop in advisers this week - we also include a link to our updated super stats

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APRA Super Fund Analysis Plus SMSF and Adviser Data
SMSF, APRA, Superannuation Colin Williams 28/2/24 SMSF, APRA, Superannuation Colin Williams 28/2/24

APRA Super Fund Analysis Plus SMSF and Adviser Data

Latest data from APRA shows that Industry Funds keep growing, Retail Funds bounce back a little with strong investment returns for the quarter.

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Financial Adviser Insights, Feb 22, 2024
ASIC, Adviser Movement, FASEA Colin Williams 22/2/24 ASIC, Adviser Movement, FASEA Colin Williams 22/2/24

Financial Adviser Insights, Feb 22, 2024

Another drop in the number of advisers. Count to leapfrog Insignia by number of advisers.

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Financial Adviser Insights, Feb 15, 2024
ASIC, Adviser Movement, FASEA Colin Williams 15/2/24 ASIC, Adviser Movement, FASEA Colin Williams 15/2/24

Financial Adviser Insights, Feb 15, 2024

A small drop in the number of advisers this week. The number of advisers affected was once again in excess of 100. This week we have offered more free tools.

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Free - Fund Level Superannuation Funds - Statistics
ASIC, Adviser Movement, FASEA, Superannuation Colin Williams 8/2/24 ASIC, Adviser Movement, FASEA, Superannuation Colin Williams 8/2/24

Free - Fund Level Superannuation Funds - Statistics

Get to know your superannuation funds - Just release our new dashboards based on APRA’s Superannuation Fund Level Statistics

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Financial Adviser Insights, Data to Feb 8, 2024
ASIC, Adviser Movement, FASEA Colin Williams 8/2/24 ASIC, Adviser Movement, FASEA Colin Williams 8/2/24

Financial Adviser Insights, Data to Feb 8, 2024

A small rise in the net number of advisers. However, a lot of activity with over 100 advisers affected by a change of some type. New entrants and new licensees continue to drive growth.

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Financial Adviser Insights, Data to Feb 1, 2024
ASIC, Adviser Movement, FASEA Colin Williams 1/2/24 ASIC, Adviser Movement, FASEA Colin Williams 1/2/24

Financial Adviser Insights, Data to Feb 1, 2024

The first major fall for the year, with adviser numbers dropping by (-18). We’re still positive for the YTD. We also take a look at super funds and assets held directly. Retail funds are well below their counterparts. But not all major funds pursue direct investments.

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Financial Adviser Insights, Data to Jan 25, 2024.
ASIC, Adviser Movement, FASEA Colin Williams 25/1/24 ASIC, Adviser Movement, FASEA Colin Williams 25/1/24

Financial Adviser Insights, Data to Jan 25, 2024.

The positive start to the year continues with net change of +18. Much of the growth driven by 16 new entrants. Another 4 new licensees commenced.

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