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Wealth Data
Home
Members Lounge and Blue Book
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Free Client Segmentation Tool
Free Super Fund Level Stats
Free SMSF Statistics
Store
About/Contact/Subscribe
Contact
What We Do
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Financial Adviser Market Insights, Nov 28, 2024
ASIC, Adviser Movement Colin Williams 28/11/24 ASIC, Adviser Movement Colin Williams 28/11/24

Financial Adviser Market Insights, Nov 28, 2024

A net decrease of three advisers in a busy week. Free super fund dashboards updated

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Financial Adviser Market Insights, Nov 21, 2024
ASIC, Adviser Movement Colin Williams 21/11/24 ASIC, Adviser Movement Colin Williams 21/11/24

Financial Adviser Market Insights, Nov 21, 2024

A net decrease of three advisers in a busy week. Free super fund dashboards updated

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Fund Level Superannuation Data - Expenses and Adviser Costs
ASIC, Adviser Movement, FASEA, Superannuation Colin Williams 14/11/24 ASIC, Adviser Movement, FASEA, Superannuation Colin Williams 14/11/24

Fund Level Superannuation Data - Expenses and Adviser Costs

Updated expense data (Nov 2024) including adviser fees. Dashboards based on APRA’s Superannuation Fund Level Statistics

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Financial Adviser Market Insights, Nov 14, 2024
ASIC, Adviser Movement Colin Williams 14/11/24 ASIC, Adviser Movement Colin Williams 14/11/24

Financial Adviser Market Insights, Nov 14, 2024

A gain of 16 advisers pushed the total number of advisers back above 15,500. Also included is a link to new super fund level data highlighting expenses and adviser costs.

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Financial Adviser Market Insights, Nov 7, 2024
ASIC, Adviser Movement Colin Williams 7/11/24 ASIC, Adviser Movement Colin Williams 7/11/24

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.

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Financial Adviser Market Insights, Oct 31, 2024
ASIC, Adviser Movement Colin Williams 31/10/24 ASIC, Adviser Movement Colin Williams 31/10/24

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

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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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