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Wealth Data
Home
Members Lounge and Blue Book
Blog
Free Dashboards
Adviser Weekly Dashboards
Free Client Segmentation Tool
Free Super Fund Level Stats
Free SMSF Statistics
Store
About/Contact/Subscribe
Contact
What We Do
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Contact Now
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Financial Adviser Insights, April 4, 2024
ASIC, Adviser Movement, FASEA Colin Williams 4/4/24 ASIC, Adviser Movement, FASEA Colin Williams 4/4/24

Financial Adviser Insights, April 4, 2024

A loss of (-14) advisers this week. As we move into the last quarter of the financial year, we review the progress of the adviser market and compare to the corresponding time period.

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Financial Adviser Insights, March 28, 2024
ASIC, Adviser Movement, FASEA Colin Williams 28/3/24 ASIC, Adviser Movement, FASEA Colin Williams 28/3/24

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.

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Financial Adviser Gross Revenue First Half of 2024 Fin Year
Colin Williams 26/3/24 Colin Williams 26/3/24

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.

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Financial Adviser Insights, March 21, 2024
ASIC, Adviser Movement, FASEA Colin Williams 21/3/24 ASIC, Adviser Movement, FASEA Colin Williams 21/3/24

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.

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Financial Adviser Insights, March 14, 2024
ASIC, Adviser Movement, FASEA Colin Williams 14/3/24 ASIC, Adviser Movement, FASEA Colin Williams 14/3/24

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.

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Financial Adviser Insights, March 7, 2024
ASIC, Adviser Movement, FASEA Colin Williams 7/3/24 ASIC, Adviser Movement, FASEA Colin Williams 7/3/24

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.

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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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