APRA Super Fund Analysis Plus SMSF and Adviser Data To March 31, 2024
Latest data from APRA shows that Industry Funds keep growing, Retail Funds bounce back with strong investment returns for the second quarter in a row.
Financial Adviser Insights, May 23, 2024
Another positive week pushing the YTD up to +22. Number of new entrants slipping compared to recent weeks.
SMSF Data To March 2024 Data Released May 2024
SMSF Data - Now updated to March 2024, with the latest data from the ATO released in May 2024. Dashboards are fully interactive and include adviser population data.
Financial Adviser Insights, May 16, 2024
'Back in black' this calendar year as new entrants boost the adviser numbers. Financial Adviser Landscape Presentation - Free To Download.
Financial Adviser Insights, May 9, 2024
A positive week as new entrants continue to flow onto the ASIC FAR. Has there been a better time to be an adviser? Maybe not.
Financial Adviser Insights, May 2, 2024
A positive week as new entrants come onto the ASIC FAR after the financial adviser exam results were released last week. We anlayse listed firms across sectors sf wealth management to determine which hare adding value to their shareholders
Financial Adviser Insights, April 25, 2024
A quiet week in terms of financial adviser movement, with the market down by net (-1). The Financial Adviser Exam results just released and we have provided an analysis of the results.
Financial Adviser Insights, April 18, 2024
A net loss of eight advisers, with one licensee down by (-10). We revisit the net growth of Micro AFSLs and for the calendar YTD, it is now almost one-to-one for licensees commencing and ceasing.
Financial Adviser Insights, April 11, 2024
Net movement of advisers was flat - zero. Two major groups, AMP and Count lost net five advisers each. We analyse what happens to advisers in Micro AFSLs after their AFSL ceases.