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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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Contact Now
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Financial Adviser Market Insights, April 3, 2025
ASIC, Adviser Movement Colin Williams 3/4/25 ASIC, Adviser Movement Colin Williams 3/4/25

Financial Adviser Market Insights, April 3, 2025

A small loss of two advisers in what was a busy week. We analyse the first quarter of 2025 and compare key data points to Q1 2024.

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Financial Adviser Market Insights, March 27, 2025
ASIC, Adviser Movement Colin Williams 27/3/25 ASIC, Adviser Movement Colin Williams 27/3/25

Financial Adviser Market Insights, March 27, 2025

The adviser marketplace experienced its first loss in a long time, even with seven new entrants. Micro AFSLs continue to grow and disrupt the market.

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Financial Adviser Market Insights, March 20, 2025
ASIC, Adviser Movement Colin Williams 20/3/25 ASIC, Adviser Movement Colin Williams 20/3/25

Financial Adviser Market Insights, March 20, 2025

Another week dominated by advisers switching licensees. A drop in the number of new entrants and only one new licensee.

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Financial Adviser Market Insights, March 13, 2025
ASIC, Adviser Movement Colin Williams 13/3/25 ASIC, Adviser Movement Colin Williams 13/3/25

Financial Adviser Market Insights, March 13, 2025

A small increase in the adviser numbers this week with eight new entrants and three new licensees. More switching of advisers between licensees.

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Financial Adviser Market Insights, March 6, 2025
ASIC, Adviser Movement Colin Williams 6/3/25 ASIC, Adviser Movement Colin Williams 6/3/25

Financial Adviser Market Insights, March 6, 2025

A very busy week with many advisers switching major licensees and five new AFSLs. The latest superannuation including SMSF statistics updated.

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Super By Fund Type To December 2024 - Retail Funds Maintain Momentum.
SMSF, APRA, Superannuation Colin Williams 4/3/25 SMSF, APRA, Superannuation Colin Williams 4/3/25

Super By Fund Type To December 2024 - Retail Funds Maintain Momentum.

The latests APRA data shows that Retail funds have gained some momentum and performing well against their peers.

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SMSF Statistics To December 2024
SMSF, Superannuation Colin Williams 4/3/25 SMSF, Superannuation Colin Williams 4/3/25

SMSF Statistics To December 2024

SMSF Data - Now updated to Dec 2024, with the latest data from the ATO released in Jan 2025. Dashboards are fully interactive and include adviser population data.

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Financial Adviser Market Insights, February 27, 2025
ASIC, Adviser Movement Colin Williams 27/2/25 ASIC, Adviser Movement Colin Williams 27/2/25

Financial Adviser Market Insights, February 27, 2025

In 2025, weekly growth has reached 97, mainly due to new entrants. We reveal which sectors and firms are hiring them.

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Financial Adviser Market Insights, February 20, 2025
ASIC, Adviser Movement Colin Williams 20/2/25 ASIC, Adviser Movement Colin Williams 20/2/25

Financial Adviser Market Insights, February 20, 2025

2025 continues its weekly growth albeit at a slower rate this week. Superannuation data at the fund level now available for free.

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