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Padua Wealth Data
Padua Wealth Data
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Free SMSF Statistics
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Financial Adviser Market Insights, Oct 24, 2024
ASIC, Adviser Movement Colin Williams 24/10/24 ASIC, Adviser Movement Colin Williams 24/10/24

Financial Adviser Market Insights, Oct 24, 2024

A net loss of 11 advisers this week, dominated by losses and few gains. We analyse the progress of adding female advisers, and it looks like things are going backwards.

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Financial Adviser Market Insights, Oct 17, 2024
ASIC, Adviser Movement Colin Williams 17/10/24 ASIC, Adviser Movement Colin Williams 17/10/24

Financial Adviser Market Insights, Oct 17, 2024

A quiet week with net movement down by just one. We provide a snapshot of the last September quarter and compare it to 2023.

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Financial Adviser Market Insights, Oct 10, 2024
ASIC, Adviser Movement Colin Williams 10/10/24 ASIC, Adviser Movement Colin Williams 10/10/24

Financial Adviser Market Insights, Oct 10, 2024

Another small jump in the net number of advisers by four, despite another good number of new advisers commencing this week.

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Financial Adviser Market Insights, Oct 3, 2024
ASIC, Adviser Movement Colin Williams 3/10/24 ASIC, Adviser Movement Colin Williams 3/10/24

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.

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SMSF Data To June 2024 Data Released Sep 26 2024
SMSF, Superannuation Colin Williams 30/9/24 SMSF, Superannuation Colin Williams 30/9/24

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.

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Financial Adviser Market Insights, Sep 26, 2024
ASIC, Adviser Movement Colin Williams 26/9/24 ASIC, Adviser Movement Colin Williams 26/9/24

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.

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Superannuation By Fund Type Analysis
SMSF, APRA, Superannuation Colin Williams 24/9/24 SMSF, APRA, Superannuation Colin Williams 24/9/24

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.

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Financial Adviser Market Insights, Sep 19, 2024
ASIC, Adviser Movement Colin Williams 19/9/24 ASIC, Adviser Movement Colin Williams 19/9/24

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.

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Financial Adviser Market Insights, Sep 12, 2024
ASIC, Adviser Movement Colin Williams 15/9/24 ASIC, Adviser Movement Colin Williams 15/9/24

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

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