Financial Adviser Insights, June 13, 2024
This week adviser numbers slipped again taking total numbers to below 15,600. We have also introduced a new Menu Page for Adviser Fast Facts Dashboards
Financial Adviser Insights, June 6, 2024
This week adviser numbers slipped again taking Cal YTD numbers back into the red. We anaylse the current financial year and the past 12 months.
Financial Adviser Insights, May 30, 2024
This week numbers dipped despite a solid week of new entrants. We have updated our Super Funds data - retail funds are bouncing back.
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