
Financial Adviser Market Insights, Nov 7, 2024
A gain of 11 advisers, dominated by 7 new licensees commencing. Morgans joining AMP Financial Planning as equal largest licensee.

Financial Adviser Market Insights, Oct 31, 2024
A net loss of 27 advisers this week. However, we are expecting many to return onto the ASIC FAR as advisers transition. Client segmentation tool

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.

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.

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.

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.