Financial Adviser Insights, March 28, 2024
Advisers numbers sink into the red for this calendar year. Godfrey Pembroke on the move. Gross earnings of advisers revealed.
Financial Adviser Gross Revenue First Half of 2024 Fin Year
The gross revenue per adviser, for ASX listed advice firms, for the first half of 2023-24 year. Compared to the full 2022/23 year.
Financial Adviser Insights, March 21, 2024
A big gain his week for Centrepoint Group, up by 9 advisers. We analyse new entrants and how many are starting and still current on the ASIC FAR.
Financial Adviser Insights, March 14, 2024
A slower week of financial adviser movement - we analyse the last six months and some larger firms are doing great.
Financial Adviser Insights, March 7, 2024
A very busy week despite no net change in the number of advisers. Some of the large groups going toe-to-toe to gain advisers. Count now the 3rd largest group after buying Diverger.
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.
Financial Adviser Insights, Feb 29, 2024
Another drop in advisers this week - we also include a link to our updated super stats
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.
Financial Adviser Insights, Feb 22, 2024
Another drop in the number of advisers. Count to leapfrog Insignia by number of advisers.