Financial Adviser Market Insights, Oct 3, 2024
A small increase in adviser numbers this week boosted by a record quarter of new entrants in the September quarter. Quite a bit of movement of advisers shifting between major licensees.
SMSF Data To June 2024 Data Released Sep 26 2024
SMSF Data - Now updated to June 2024, with the latest data from the ATO released in Sep 2024. Dashboards are fully interactive and include adviser population data.
Financial Adviser Market Insights, Sep 26, 2024
Number of advisers reduced by five. This week was dominated by PictureWealth buying two firms and increasing their number of advisers by 32.
Superannuation By Fund Type Analysis
Latest data from APRA shows that Industry Funds keep growing, Retail Funds are not dead, been steady of late and their five-year returns continue to improve.
Financial Adviser Market Insights, Sep 19, 2024
A net change of five more advisers to the ASIC FAR, despite 16 new entrants. The Financial Planning Model shows no net change for the year so far.
Financial Adviser Market Insights, Sep 12, 2024
A solid gain of 14 advisers off the back of 17 new entrants. Analysis of the Financial Adviser Exam results
Financial Adviser Market Insights, Sep 5, 2024
A net loss of 15 advisers this week as the number of new entrants slows and advisers transition to new licensees.
Financial Adviser Market Insights, Aug 29, 2024
Adviser numbers up this week again on the back of yet another solid week of new entrants
Financial Adviser Market Insights, Aug 22, 2024
A slight dip in the net number of advisers. How many new entrants last 12 months?