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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, February 6, 2025
ASIC, Adviser Movement Colin Williams 6/2/25 ASIC, Adviser Movement Colin Williams 6/2/25

Financial Adviser Market Insights, February 6, 2025

2025 continues its weekly growth. This week a new licensee commenced with 28 advisers. Link included to our Super Fund Level Statistics post.

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Financial Adviser Market Insights, Jan 30, 2025
ASIC, Adviser Movement Colin Williams 30/1/25 ASIC, Adviser Movement Colin Williams 30/1/25

Financial Adviser Market Insights, Jan 30, 2025

The year is gaining momentum after another positive week driven be new entrants. We also analyse where advisers go after leaving large firms.

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Financial Adviser Market Insights, Jan 23, 2025
ASIC, Adviser Movement Colin Williams 23/1/25 ASIC, Adviser Movement Colin Williams 23/1/25

Financial Adviser Market Insights, Jan 23, 2025

The year is gaining momentum after another positive week driven be new entrants (advisers) joining the ASIC FAR. Links provided to 2024 Financial Adviser Market In Review

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2024 Financial Adviser Market In Review
ASIC, Adviser Movement Colin Williams 21/1/25 ASIC, Adviser Movement Colin Williams 21/1/25

2024 Financial Adviser Market In Review

2024 In Review - Change in adviser numbers, growth / the least growth by licensee owners, organic growth and new entrants

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Financial Adviser Market Insights, Jan 16, 2025
ASIC, Adviser Movement Colin Williams 16/1/25 ASIC, Adviser Movement Colin Williams 16/1/25

Financial Adviser Market Insights, Jan 16, 2025

A positive week for the adviser numbers and the new year is currently up by 17 advisers, driven by new entrants.

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Financial Adviser Market Insights, Jan 9, 2025
ASIC, Adviser Movement Colin Williams 9/1/25 ASIC, Adviser Movement Colin Williams 9/1/25

Financial Adviser Market Insights, Jan 9, 2025

The initial data for the Christmas / New Year period highlights a net loss of (-34) advisers. This post includes a preliminary summary of the 2024 year.

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Financial Adviser Market Insights, Dec 19, 2024
ASIC, Adviser Movement Colin Williams 19/12/24 ASIC, Adviser Movement Colin Williams 19/12/24

Financial Adviser Market Insights, Dec 19, 2024

The week saw a net gain of 8 advisers after 16 new entrants joined the FAR. We provide a snapshot of both the calendar and financial year to date. We unravel why Retail super funds are outperforming their Industry fund peers.

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Financial Adviser Market Insights, Dec 12, 2024
ASIC, Adviser Movement Colin Williams 12/12/24 ASIC, Adviser Movement Colin Williams 12/12/24

Financial Adviser Market Insights, Dec 12, 2024

A quiet week but one with Morgans taking over from AMP Financial Planning as the largest individual licensee. Will 2024 be a positive year?

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Financial Adviser Exam Results For November 2024
Colin Williams 9/12/24 Colin Williams 9/12/24

Financial Adviser Exam Results For November 2024

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