Financial Adviser Market Insights, Dec 5, 2024
A new top ten post the Entireti / AMP deal. The week saw a small drop in the number of advisers
SMSF Statistics To Sep 2024
SMSF Data - Now updated to Sep 2024, with the latest data from the ATO released in Nov 2024. Dashboards are fully interactive and include adviser population data.
Super By Fund Type To Sep 30 2024 - Retail Funds Fighting Back
Latest data from APRA highlights that retail Funds are fighting back with strong returns and reducing net outflows.
Financial Adviser Market Insights, Nov 28, 2024
A net decrease of three advisers in a busy week. Free super fund dashboards updated
Financial Adviser Market Insights, Nov 21, 2024
A net decrease of three advisers in a busy week. Free super fund dashboards updated
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
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.
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