https://wealthdata.com.au/blog-1 daily 0.75 2026-04-01 https://wealthdata.com.au/blog-1/smsf-data-statistics-december-2025- monthly 0.5 2026-04-01 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/0c5af72b-c8e4-4c35-aa4f-45d2b96ec202/Screenshot+2026-03-26+142306.png Blog Page - SMSF Statistics To December 2025 - Strong Growth Continues - Make it stand out *SMSF Opportunity For Financial Advisers - Continues To Grow and More Than Doubled Since 2018. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-march-26-2026 monthly 0.5 2026-03-26 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, March 26, 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-march-19-2026- monthly 0.5 2026-03-19 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, March 19, 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/6e735a84-eab8-4379-9a6d-a2a590f4a0ef/Screenshot+2026-03-19+112140.png Blog Page - Financial Adviser Market Insights, March 19, 2026 - Make it stand out Top Chart - Net Establishment Per Year - Bottom Chart - New Establishments (bars) and Windups (line graph). https://wealthdata.com.au/blog-1/superannuation-by-fund-type-analysis-december-2025 monthly 0.5 2026-03-19 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/4351b829-d348-4ef2-a72b-7a693b8de6b5/Screenshot+2026-03-18+155734.png Blog Page - Superannuation Data By Fund Type To December 2025 - Make it stand out . Total Superannuation Assets Divided By Number of Advisers. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-march-12-2026 monthly 0.5 2026-03-12 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, March 12, 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/51583138-fc0b-47e9-a98f-d19fc474906d/Screenshot+2026-03-12+133603.png Blog Page - Financial Adviser Market Insights, March 12, 2026 - Make it stand out Net Flows - Note: The rolling 12 month total for Q1 2024 for Industry Funds was $78.96B and (-$5.69B) for Retail Funds, a gap of over $84.65B. Fast forward to Q4 2025 and the gap has narrowed to $36.39B, with Industry Funds at $59.46B and Retail at $23.07B https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/16ecd33c-02e4-4842-ad91-96f7fdd0cf6f/Screenshot+2026-03-12+141229.png Blog Page - Financial Adviser Market Insights, March 12, 2026 - Make it stand out Industry Funds continue to lose assets to SMSFs at an increasing rate. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-march-05-2026 monthly 0.5 2026-03-11 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, March 5, 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/superannuation-fund-level-statistics-2025 monthly 0.5 2026-03-05 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/c2f7bcc9-40bb-4532-a705-faae7d4f1792/Screenshot+2026-03-05+140257.png Blog Page - Annual ‘Fund Level’ Superannuation Statistics - Make it stand out Highlights the proportion of member benefits and accounts by female and male https://wealthdata.com.au/blog-1/financial-adviser-market-insights-february-26-2026 monthly 0.5 2026-02-26 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, February 26, 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-february-19-2026 monthly 0.5 2026-02-19 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, February 19, 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-february-12-2026 monthly 0.5 2026-02-12 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, February 12, 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1ed8e5a2-5bf9-45e3-a140-981e28124c0a/Screenshot+2026-02-12+112326.png Blog Page - Financial Adviser Market Insights, February 12, 2026 - Make it stand out . Number of Disciplinary Actions by Year Jumped in 2025 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-february-5-2026 monthly 0.5 2026-02-06 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, February 5, 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/f0024c80-b557-43d2-9772-4f1f0cb806aa/Screenshot+2026-02-05+124229.png Blog Page - Financial Adviser Market Insights, February 5, 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/c5bda68e-97a1-469e-b35c-c7b8a36e9269/Screenshot+2026-02-05+130155.png Blog Page - Financial Adviser Market Insights, February 5, 2026 - Make it stand out By firms and indices, highlighting which sector the have been grouped into. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-january-29-2026 monthly 0.5 2026-01-29 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, January 29, 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-market-2025-in-review monthly 0.5 2026-01-29 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-january-22-2026 monthly 0.5 2026-01-29 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/0ccc09e1-92c9-41ce-95db-1c6ef23ec13e/Screenshot+2026-01-22+103827.png Blog Page - Financial Adviser Market Insights, January 22, 2026 - Make it stand out Screenshot of dashboard 2 of Adviser Fast Facts - for 2025 calendar year https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, January 22, 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-january-15-2026 monthly 0.5 2026-01-22 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, January 15, 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-january-8-2026 monthly 0.5 2026-01-08 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, January 8, 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/smsf-data-statistics-september-2025 monthly 0.5 2026-01-15 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/fc366e3b-669c-4045-8ecc-ae2b43515227/Screenshot+2025-12-18+131350.png Blog Page - SMSF Statistics To September 2025 - A Record Quarter - Make it stand out SMSF Growth - New establishments, windups and net establishments for SMSFs by quarter - New Record at 14,494 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-december-18-2025 monthly 0.5 2025-12-18 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, December 18, 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-december-11-2025- monthly 0.5 2025-12-11 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, December 11, 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-exam-results-november-2025-year-on-year monthly 0.5 2025-12-10 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/173f155c-f8b9-407d-aa24-8d338a1a83eb/Screenshot+2025-12-10+113403.png Blog Page - Financial Adviser Exam Analysis - November 2025 Plus Year on Year - Make it stand out . Year by Year Financial Adviser Exam Results 2023 to 2025 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-december-4-2025 monthly 0.5 2025-12-04 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, December 4, 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/superannuation-by-fund-type-analysis-september-2025 monthly 0.5 2025-12-04 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/e0156793-368e-4d9e-85f3-bfcec9e66200/Screenshot+2025-12-04+133613.png Blog Page - Superannuation Data By Fund Type To September 2025 - Net Transfers to SMSFs from Industry, Public and Retail Funds - Rolling 12 months. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-november-27-2025 monthly 0.5 2025-11-27 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, November 27, 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/experienced-pathway-data-analysis-novemebr-2025 monthly 0.5 2025-11-27 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/24f15f94-42f2-4eec-af81-e94a8d7cb01f/Screenshot+2025-11-27+124134.png Blog Page - Experienced Pathway Analysis - Adviser Losses and Consequences - Make it stand out Taken from 7b of Licensee Deep Dive - Note, there are other dashboards on this page enabling additional data to be analysed. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Experienced Pathway Analysis - Adviser Losses and Consequences - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-november-20-202 monthly 0.5 2025-11-26 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, November 20, 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/fc3f45ec-c5df-4ce7-8fef-d099192c38a5/Screenshot+2025-11-20+081829.png Blog Page - Financial Adviser Market Insights, November 20, 2025 - Make it stand out . Average number of times that current advisers have been appointed. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-november-13-2025- monthly 0.5 2025-11-18 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, November 13, 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/65c4e62a-8e8e-4005-a8d0-a1fa3fb6e236/Screenshot+2025-11-13+141634.png Blog Page - Financial Adviser Market Insights, November 13, 2025 - Make it stand out . Average number of times that current advisers have been appointed. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-november-6-2025 monthly 0.5 2025-11-07 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, November 6, 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/14111b39-39a6-4274-bca0-d553f899bf1b/Screenshot+2025-11-06+112800.png Blog Page - Financial Adviser Market Insights, November 6, 2025 - Make it stand out Alternative view of business model change since Jan 1 2022 - Licensees offering mostly restricted SMSF advice removed. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-october-30-2025- monthly 0.5 2025-10-30 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, October 30, 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/89981f70-ae1b-4b8b-b24b-5e7419847687/Screenshot+2025-10-30+125539.png Blog Page - Financial Adviser Market Insights, October 30, 2025 - Make it stand out Top 10 Licensee Owners - Adviser Movement Jan 1 to June 30 2025. Dashboard 4 - Adviser Fast Facts https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/9fd46c1c-25c4-41ce-ac2f-8314da2126c2/Screenshot+2025-10-30+125827.png Blog Page - Financial Adviser Market Insights, October 30, 2025 - Make it stand out Top 10 Licensee Owners - Adviser Movement July 1 to October 30, 2025 Dashboard 4 - Adviser Fast Facts https://wealthdata.com.au/blog-1/financial-adviser-market-insights-october-32-2025 monthly 0.5 2025-11-19 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, October 23, 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/e5f2c471-a995-40e5-a366-d5707595bd5b/Screenshot+2025-10-23+120838.png Blog Page - Financial Adviser Market Insights, October 23, 2025 - Make it stand out A breakdown of the Financial Adviser market - Dashboard 10 of License Deep Dive. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-october-16-2025- monthly 0.5 2025-10-16 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, October 16, 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/8c631cba-ed1f-4d77-8212-4c39847e80dc/Screenshot+2025-10-16+104546.png Blog Page - Financial Adviser Market Insights, October 16, 2025 - Make it stand out The major growth firms for the new financial year is dominated by large groups. https://wealthdata.com.au/blog-1/financial-adviser-insights-quarter-3-2025 monthly 0.5 2025-10-09 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/37aab9cc-3d67-46ce-9307-9e661e8f9e8c/Screenshot+2025-10-09+083535.png Blog Page - Quarter 3, 2025 Financial Adviser Market Insights - Make it stand out Adviser Fast Facts - Quarter Three, 2025 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Quarter 3, 2025 Financial Adviser Market Insights - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-october-9-2025- monthly 0.5 2025-10-09 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, October 9, 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-october-2-2025 monthly 0.5 2025-10-02 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, October 2, 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/92e860fd-f1dd-4496-b29f-3747d09b63b6/Screenshot+2025-10-02+112411.png Blog Page - Financial Adviser Market Insights, October 2, 2025 - Make it stand out Number of advisers who have flagged their intention to use the Experienced Pathway. For many advisers authorised more than once, there are some inconsistencies with their responses on the ASIC FAR. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-september-25-2025- monthly 0.5 2025-09-25 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dffaddda-5995-44b4-80a9-8f394f8eb321/concierge-banner-v3.png Blog Page - Financial Adviser Market Insights, September 25, 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/e215de22-7adf-4497-ab5f-c550a60eb4d4/Screenshot+2025-09-25+125230.png Blog Page - Financial Adviser Market Insights, September 25, 2025 - Make it stand out New entrants (advisers) by business model since 2022 - Dashboard 13 Licensee Deep Dive https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/fa52d590-9e70-4ce2-b19a-7e5792ffa53b/Screenshot+2025-09-25+125541.png Blog Page - Financial Adviser Market Insights, September 25, 2025 - Make it stand out New entrants that are current and percentage of current advisers by Licensee Owner https://wealthdata.com.au/blog-1/financial-adviser-market-insights-september-18-2025 monthly 0.5 2025-09-18 https://wealthdata.com.au/blog-1/smsf-data-statistics-june-2025 monthly 0.5 2025-09-16 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dbe8fe80-4195-4647-ac19-eee8ce11b1c7/Screenshot+2025-09-11+104242.png Blog Page - SMSF Statistics To June 2025 - Make it stand out SMSF Growth - New establishments, windups and net establishments for SMSFs by quarter https://wealthdata.com.au/blog-1/financial-adviser-market-insights-september-11-2025 monthly 0.5 2025-09-11 https://wealthdata.com.au/blog-1/financial-adviser-exam-results-for-august-2025 monthly 0.5 2025-12-10 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/95231a70-2a14-4ee4-a7fe-359cfa6bdd31/Screenshot+2025-09-09+100402.png Blog Page - Financial Adviser Exam Analysis - August Sitting, 2025 - Make it stand out . August 2022 To August 2025 Financial Adviser Exam Results https://wealthdata.com.au/blog-1/financial-adviser-market-insights-september-4-2025- monthly 0.5 2025-09-04 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/847c5dfa-998c-4a4d-bb2b-061b233fc47c/Screenshot+2025-09-04+131524.png Blog Page - Financial Adviser Market Insights, September 4, 2025 - Make it stand out Adviser and Licensee Movement By Business Models - Jan 1, 2025 to Sep 4, 2025 https://wealthdata.com.au/blog-1/superannuation-by-fund-type-analysis-june-2025- monthly 0.5 2025-08-28 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1bfba0b4-dc80-4086-a26a-ac9524179292/Screenshot+2025-08-28+135731.png Blog Page - Super By Fund Type To June 2025 - Solid Quarter For Retail Funds. - Net Contributions By Quarter Since Q2 2022. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-august-28-2025 monthly 0.5 2025-08-28 https://wealthdata.com.au/blog-1/experienced-pathway-data-analysis-august-2025 monthly 0.5 2025-09-18 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/2eef974c-e56d-4d9e-9a93-f4d6b06c4fc6/Screenshot+2025-09-18+104841.png Blog Page - Experienced Pathway - Analysis of ASIC ‘Live’ Data - Make it stand out Current Position of Adviser notifying ASIC of intentions to use the Experienced Pathway https://wealthdata.com.au/blog-1/financial-adviser-market-insights-august-21-2025- monthly 0.5 2025-08-21 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-august-14-2025- monthly 0.5 2025-08-14 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/2da91fdf-fb3a-48c3-98f9-68809c79997b/Screenshot+2025-08-14+at+12.10.58.png Blog Page - Financial Adviser Market Insights, August 14, 2025 - Make it stand out Growth by business models this calendar year - Dashboard 6 of Adviser Fast Facts https://wealthdata.com.au/blog-1/financial-adviser-market-insights-august-7-2025 monthly 0.5 2025-08-07 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/371143a7-fb99-47c7-b548-55e54ee7b61f/Screenshot+2025-08-07+at+11.52.03.png Blog Page - Financial Adviser Market Insights, August 7, 2025 - Make it stand out Snapshot of advisers by size of licensee and experience. Dashboard 10 of Licensee Deep Dive https://wealthdata.com.au/blog-1/financial-adviser-market-insights-july31-2025 monthly 0.5 2025-07-31 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/2b81ead9-aba8-470c-9c62-a8395f513848/Screenshot+2025-07-31+at+12.46.57.png Blog Page - Financial Adviser Market Insights, July 31, 2025 - Make it stand out Gender mix by year first commenced as an adviser. Dashboard 15 from Licensee Deep Dive https://wealthdata.com.au/blog-1/financial-adviser-market-insights-july-24-2025 monthly 0.5 2025-07-24 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/39f7af58-9e76-4338-b0bd-d526d8fc8605/Screenshot+2025-07-24+at+11.09.05.png Blog Page - Financial Adviser Market Insights, July 24, 2025 - Make it stand out Total number of advisers affected by some form of disciplinary action since 2015 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/d5bc06af-cb67-44ac-baec-5cfd34912c5f/Screenshot+2025-07-24+at+11.27.06.png Blog Page - Financial Adviser Market Insights, July 24, 2025 - Make it stand out DA types by advisers since 2015 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-july-17-2025- monthly 0.5 2025-07-17 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/b71f56fc-3d00-4fe7-b732-254fa3200f43/Screenshot+2025-07-17+at+19.17.39.png Blog Page - Financial Adviser Market Insights, July 17, 2025 - Make it stand out Snapshot of the last Financial Year 2024/25 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dea6bfb1-c0e2-4081-a14a-8907281b772e/Screenshot+2025-07-17+at+19.33.00.png Blog Page - Financial Adviser Market Insights, July 17, 2025 - Make it stand out Snapshot of the last financial year2024/25 by Business Model https://wealthdata.com.au/blog-1/financial-adviser-market-insights-july-10-2025 monthly 0.5 2025-07-10 https://wealthdata.com.au/blog-1/financial-adviser-exam-results-for-june-2025 monthly 0.5 2025-07-08 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/e5be3c4f-cb94-4620-928f-541bca64b40a/Screenshot+2025-07-08+at+11.41.01.png Blog Page - Financial Adviser Exam Analysis For June 2025 - Make it stand out August 2022 To June 2025 Financial Adviser Exam Results https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/50d07811-1ad1-4314-9edd-88c8079d2010/Screenshot+2025-07-08+at+11.52.34.png Blog Page - Financial Adviser Exam Analysis For June 2025 - Make it stand out Total candidates that have passed exam and Current Advisers at the same period. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-july-3-2025 monthly 0.5 2025-07-03 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-june-26-2025 monthly 0.5 2025-06-26 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-june-19-2025- monthly 0.5 2025-06-19 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-june-12-2025- monthly 0.5 2025-06-12 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/db98b292-e325-4f20-8b46-fa96f2991986/Screenshot+2025-06-12+at+10.28.41.png Blog Page - Financial Adviser Market Insights, June 12, 2025 - Make it stand out . The last two weeks of June 2024 https://wealthdata.com.au/blog-1/superannuation-by-fund-type-analysis-march-2025 monthly 0.5 2025-07-14 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/b6c452f4-b3e0-493c-931d-6d4c4d3dbd3e/Screenshot+2025-06-05+at+11.06.25.png Blog Page - Super By Fund Type To March 2025 - SMSF Funds The Big Winners - Rolling 12-Month of Net Transfers To SMSF Funds https://wealthdata.com.au/blog-1/financial-adviser-market-insights-june-5-2025 monthly 0.5 2025-06-05 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-may-29-2025- monthly 0.5 2025-05-29 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/bc21b204-0fce-4255-b639-6f0ea24905eb/Screenshot+2025-05-29+at+14.12.57.png Blog Page - Financial Adviser Market Insights, May 29, 2025 - Make it stand out Increasing Adviser Revenue - Reducing Clients and Client Time https://wealthdata.com.au/blog-1/financial-adviser-market-insights-may-22-2025 monthly 0.5 2025-05-22 https://wealthdata.com.au/blog-1/smsf-data-statistics-march-2025 monthly 0.5 2025-05-21 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1747796035896-41MB5Q374AR4UHS6CIS6/Screenshot+2025-05-21+at+12.53.40.png Blog Page - SMSF Statistics To March 2025 - Make it stand out Total SMSFs, Members and Number of Advisers. https://wealthdata.com.au/blog-1/financial-adviser-insights-may-15-2025- monthly 0.5 2025-05-15 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/5d3efe85-48db-4a5d-bd94-421ec4050235/Screenshot+2025-05-15+at+08.43.48.png Blog Page - Financial Adviser Market Insights, May 15, 2025 - Make it stand out Financial Year To Date By Business Model - Dashboard 6 of Adviser Fast Facts https://wealthdata.com.au/blog-1/financial-adviser-insights-may-8-2025 monthly 0.5 2025-05-08 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/4edddd69-05b2-489b-b412-40b3034d9872/Screenshot+2025-05-08+at+13.13.51.png Blog Page - Financial Adviser Market Insights, May 8, 2025 - Make it stand out Comparing the periods of Jan 1 to April 30 for 2025 (Blue) and 2024 (Grey). https://wealthdata.com.au/blog-1/financial-adviser-market-insights-may-1-2025 monthly 0.5 2025-05-01 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-april-24-2025- monthly 0.5 2025-04-23 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-april-17-2025- monthly 0.5 2025-04-16 https://wealthdata.com.au/blog-1/financial-adviser-exam-results-for-march2025- monthly 0.5 2025-04-10 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/f1e75797-2873-4f6c-b50a-20206bb8cd8d/Screenshot+2025-04-10+at+10.38.42.png Blog Page - Financial Adviser Exam Results For March 2025 - Make it stand out March 2025 results down on November 2024 and also down on March 2024. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/f6956fe4-e154-41c5-8397-328b1f2dc8e6/Screenshot+2025-04-10+at+10.43.16.png Blog Page - Financial Adviser Exam Results For March 2025 - Make it stand out This chart highlights the total candidates that have passed the exam versus the number of current advisers at month end of the exam. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-april-10-2025 monthly 0.5 2025-04-10 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-april-3-2025- monthly 0.5 2025-04-03 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/a8d690b1-6edb-45e9-b09e-88cbb0cb156d/Screenshot+2025-04-03+at+09.53.13.png Blog Page - Financial Adviser Market Insights, April 3, 2025 - Make it stand out Growth for the first quarter of 2025. Key Numbers compared to quarter one 2024. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-march-27-2025- monthly 0.5 2025-03-27 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/cbbf6435-fbab-4a27-870c-060f02a504de/Screenshot+2025-03-20+at+10.53.25.png Blog Page - Financial Adviser Market Insights, March 27, 2025 - Make it stand out AFSLs (Licensees) With Advisers That Can Offer Investments Via A Wrap https://wealthdata.com.au/blog-1/financial-adviser-market-insights-march-20-2025- monthly 0.5 2025-03-20 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/80be1f7b-b046-44cb-9edc-0e6a2e2da0a6/Screenshot+2025-03-20+at+11.31.42.png Blog Page - Financial Adviser Market Insights, March 20, 2025 - Make it stand out Average value of $,1000 invested in each sector since Dec 2018 to March 18, 2025. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-march-13-2025 monthly 0.5 2025-03-13 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-march-6-2025- monthly 0.5 2025-03-06 https://wealthdata.com.au/blog-1/superannuation-by-fund-type-analysis-december-2024- monthly 0.5 2025-03-04 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/c228ba5e-6e92-4b19-9cad-d2ba8d4bbb52/Screenshot+2025-03-04+at+13.09.01.png Blog Page - Super By Fund Type To December 2024 - Retail Funds Maintain Momentum. - Make it stand out Rolling 12-Month returns since 2022 Q3 - Retail and Industry funds selected. https://wealthdata.com.au/blog-1/smsf-data-to-december-2024 monthly 0.5 2025-03-13 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/b22f8a6c-903e-40ac-81e9-9bbe6709dcf0/Screenshot+2025-03-04+at+11.17.17.png Blog Page - SMSF Statistics To December 2024 - Make it stand out Total Net Assets and Averages Per SMSF and Per Member https://wealthdata.com.au/blog-1/financial-adviser-market-insights-february-27-2025- monthly 0.5 2025-02-27 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/24f3f40c-85e4-4c38-8f81-6794369a1813/Screenshot+2025-02-27+at+10.36.07.png Blog Page - Financial Adviser Market Insights, February 27, 2025 - Make it stand out New Entrants, % of New Entrants To Current Advisers and Provisional Advisers. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/ae64ee76-8671-4c6f-bb4e-45a73b024a17/Screenshot+2025-02-27+at+10.53.42.png Blog Page - Financial Adviser Market Insights, February 27, 2025 - Make it stand out Licensee Owners with two or more new entrants during 2025 YTD https://wealthdata.com.au/blog-1/financial-adviser-market-insights-february-20-2025- monthly 0.5 2025-02-20 https://wealthdata.com.au/blog-1/superannuation-fund-level-financial-advice-expenses monthly 0.5 2025-02-13 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/f490602f-1304-45e8-9560-f3b8efee9d6b/Screenshot+2025-02-13+at+15.27.04.png Blog Page - Financial Planner Expenses At Super Funds - Make it stand out Snippet from Dashboard 11A - Adviser Expenses By Fund Type 2024 Vs 2023. Full and detail listing at the website. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-february-13-2025 monthly 0.5 2025-02-13 https://wealthdata.com.au/blog-1/superannuation-fund-level-statistics-2024- monthly 0.5 2025-02-13 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/f10ac7c0-09f0-4625-aba3-7c31c017be37/Screenshot+2025-02-06+at+15.45.48.png Blog Page - Annual ‘Fund Level’ Superannuation Statistics - Make it stand out Snippet from Dashboard 1 - Members, Ave Balances and One Year Returns *Member Benefits is an APRA term and the amount of assets available to members https://wealthdata.com.au/blog-1/financial-adviser-market-insights-february-6-2025 monthly 0.5 2025-02-06 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-january-30-2025- monthly 0.5 2025-01-30 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/6193a471-f679-4d4b-898f-8fce9a65ca86/Screenshot+2025-01-30+at+10.24.49.png Blog Page - Financial Adviser Market Insights, Jan 30, 2025 - Make it stand out *Current Top Five - Showing key adviser movement from Jan 1, 2024 to Jan 30 2025. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/8f714f47-6183-4510-b716-002eddc41013/Screenshot+2025-01-30+at+10.23.41.png Blog Page - Financial Adviser Market Insights, Jan 30, 2025 - Make it stand out Adviser resignations and firms by size they are now authorised at. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-january-23-2025- monthly 0.5 2025-01-23 https://wealthdata.com.au/blog-1/2024-financial-adviser-market-in-review monthly 0.5 2025-01-23 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/3b46a458-1207-4ed7-897c-aa85a172fa92/Screenshot+2025-01-23+at+10.27.24.png Blog Page - 2024 Financial Adviser Market In Review - Make it stand out Year-on-year change - Dashboard 8 of Licensee Deep Dive https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/65ac6908-980f-4374-a4be-7de6813db515/Screenshot+2025-01-23+at+10.30.04.png Blog Page - 2024 Financial Adviser Market In Review - Make it stand out Change by Business Models - Dashboard 6 Adviser Fast Facts https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/f7b36f42-7f85-47eb-8606-74021d7e6c95/Screenshot+2025-01-23+at+11.07.45.png Blog Page - 2024 Financial Adviser Market In Review - Make it stand out Licensee Owners 100 Plus Advisers - Jan 2024 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/6463b095-5dfa-48bf-af11-f239541ba193/Screenshot+2025-01-23+at+11.11.00.png Blog Page - 2024 Financial Adviser Market In Review - Make it stand out Licensee Owners 100 Plus Advisers - Dec 2024 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/eab06afc-d1b3-45cc-b6f7-f6e52126cf52/Screenshot+2025-01-23+at+11.33.03.png Blog Page - 2024 Financial Adviser Market In Review - Make it stand out Gains and Losses - Dashboard 4 - Adviser Fast Facts https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/5f575376-7ecf-45f8-a80e-16f1fe1baeb1/Screenshot+2025-01-23+at+11.47.57.png Blog Page - 2024 Financial Adviser Market In Review - Make it stand out New Entrants and Current 2023 / 24 By Business Model Dashboard 13 - Licensee Deep Dive https://wealthdata.com.au/blog-1/financial-adviser-market-insights-january16-2025- monthly 0.5 2025-01-16 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/469341b8-32ff-414a-8637-69db0a8efafd/Screenshot+2025-01-16+at+10.44.56.png Blog Page - Financial Adviser Market Insights, Jan 16, 2025 - Make it stand out Snippet of Dashboard 11 from Licensee Deep Dive Set of Dashboards https://wealthdata.com.au/blog-1/financial-adviser-market-insights-january-9-2025 monthly 0.5 2025-01-09 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/0ab83d9c-f716-41f5-b4fa-de1ff2937e83/Screenshot+2025-01-09+at+11.34.40.png Blog Page - Financial Adviser Market Insights, Jan 9, 2025 - Make it stand out Initial Data for 2024 - Adviser Fast Facts Dashboard https://wealthdata.com.au/blog-1/financial-adviser-market-insights-dec-19-2024- monthly 0.5 2024-12-19 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/cff744c0-3e9a-4dd9-93d9-82727a7c1e8d/Screenshot+2024-12-19+at+12.15.49.png Blog Page - 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As of Nov 5, 2024 https://wealthdata.com.au/blog-1/smsf-data-to-september-2024 monthly 0.5 2024-12-02 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/977fb199-d719-4447-9cd5-d05e6f3b84fc/Screenshot+2024-11-28+at+13.42.26.png Blog Page - SMSF Statistics To Sep 2024 - Make it stand out Historical opportunity for Advisers - By SMSFs and Assets https://wealthdata.com.au/blog-1/superannuation-by-fund-type-analysis-sep-2024 monthly 0.5 2025-03-04 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/2c0b47f0-85dd-4f24-8af5-9c214db4a1d7/Screenshot+2024-12-19+at+09.54.05.png Blog Page - Super By Fund Type To Sep 30 2024 - Retail Funds Fighting Back - Make it stand out Asset Allocation of Core Assets - Detailed Breakdowns Included in dashboards 9 and 9. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/8d8b32e2-7f05-4f32-b7d1-18d289051cd8/Screenshot+2024-11-28+at+12.20.40.png Blog Page - Super By Fund Type To Sep 30 2024 - Retail Funds Fighting Back - Make it stand out Compare The Funds - Last eight quarters Retail Funds gained the best ‘total’ return. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-november-28-2024- monthly 0.5 2024-11-28 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-nov-21-2024- monthly 0.5 2024-11-27 https://wealthdata.com.au/blog-1/superannuation-fund-statistics-new-expenses-nov-2024-cylpr-5dtg6-4k5yb-9glkg monthly 0.5 2024-11-20 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-nov-14-2024- monthly 0.5 2024-11-14 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-nov-7-2024- monthly 0.5 2024-11-07 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/5594512a-6c83-44f9-8a50-5703b43c84c0/Screenshot+2024-11-07+at+10.17.51.png Blog Page - Financial Adviser Market Insights, Nov 7, 2024 - Make it stand out Top 10 Licensee Owners and Licensees - Dashboard 4 of Adviser Fast Facts https://wealthdata.com.au/blog-1/financial-adviser-market-insights-oct-31-2024 monthly 0.5 2024-10-31 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/7b2d8787-fe72-4e6b-9bd7-52593fde3886/Screenshot+2024-10-31+at+11.38.39.png Blog Page - 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Superannuation By Fund Type Analysis - Make it stand out Industry Funds Continue To Increase Their Market Share https://wealthdata.com.au/blog-1/financial-adviser-market-insights-sep-19-2024 monthly 0.5 2024-09-19 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/0947c198-9ab6-41d3-882c-2f2fcbf4f7fe/Screenshot+2024-09-19+at+08.20.12.png Blog Page - Financial Adviser Market Insights, Sep 19, 2024 - Make it stand out Change of Advisers By Business Model to Jan 1, 2024 to Sep 19 2024 https://wealthdata.com.au/blog-1/financial-adviser-weekly-insights-sep-12-2024- monthly 0.5 2024-09-15 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/6e5804b2-0552-424e-8b31-dccceab7e12d/Exam+results+Sep+2024.png Blog Page - Financial Adviser Market Insights, Sep 12, 2024 - Make it stand out Financial Exam Results Aug 2022 to Aug 2024 - Dashboard 10 of Adviser Fast Facts https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/556a72d2-326b-469d-add3-7d9656642170/Passed+versu+Current+.png Blog Page - 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Compared to the same period last year. Dashboard 1 of Adviser Fast Facts https://wealthdata.com.au/blog-1/financial-adviser-market-insights-july11-2024- monthly 0.5 2024-07-11 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-july-4-2024 monthly 0.5 2024-07-11 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-june-27-2024- monthly 0.5 2024-06-27 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/0adcc021-c552-45bc-a041-d8cc33fdac81/Screenshot+2024-06-27+at+11.40.27.png Blog Page - Financial Adviser Insights, June 27, 2024 - Make it stand out Losses By Business Models (Peer Groups). July 1, 2023 to June 27, 2024 The table is from our Adviser Fast Facts Dashboard 6 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-june-20-2024- monthly 0.5 2024-06-20 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/2ee91f93-708f-45a2-a40a-3d1a4d3cd6ed/Menu+Page+Fast+Facts.png Blog Page - Financial Adviser Insights, June 20, 2024 - Make it stand out Adviser Fast Facts Menu Page - Click Image To Enlarge https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/bfcabff3-9fa6-40f0-a548-86e05a0fbadb/Menu+Page+Deep+Dive.png Blog Page - Financial Adviser Insights, June 20, 2024 - Make it stand out Licensee Deep Dive Menu Page - Click Image To Expand https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/4baef678-de56-4f46-a165-d99abb92f3a0/Screenshot+2024-06-20+at+11.03.48.png Blog Page - Financial Adviser Insights, June 20, 2024 - Make it stand out Movement For Past 12 Months - Compared To Previous 12 Months - All Business Models https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/f704899d-68b3-4621-ada7-a5aeefa17f05/Screenshot+2024-06-20+at+11.04.34.png Blog Page - 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Make it stand out Last 12 Months (-192) https://wealthdata.com.au/blog-1/financial-adviser-market-insights-may-30-2024 monthly 0.5 2024-05-30 https://wealthdata.com.au/blog-1/super-funds-by-fund-type-march-2024 monthly 0.5 2024-05-29 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/f5052f7d-a956-4b6d-938c-40206ef90f51/Screenshot+2024-05-29+at+13.20.48.png Blog Page - APRA Super Fund Analysis Plus SMSF and Adviser Data To March 31, 2024 - Make it stand out Retail Funds - Closing The Gap For Investment Returns. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-may-23-2024- monthly 0.5 2024-05-23 https://wealthdata.com.au/blog-1/smsf-data-to-march-2024 monthly 0.5 2024-05-23 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/c11ecf24-a775-4ebd-8827-a5f27b959dec/Screenshot+2024-05-22+at+15.53.27.png Blog Page - SMSF Data To March 2024 Data Released May 2024 - Make it stand out Total Net Assets and Averages by SMSF and Members https://wealthdata.com.au/blog-1/financial-adviser-market-insights-may-16-2024 monthly 0.5 2024-05-16 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-may9-2024 monthly 0.5 2024-05-17 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/9a10c33c-1c4f-44af-be9d-4c7bc884b44b/Screenshot+2024-05-07+at+13.53.06.png Blog Page - Financial Adviser Insights, May 9, 2024 - Make it stand out Opportunities Rising For Current Advisers As Super Assets And The Population Increases https://wealthdata.com.au/blog-1/financial-adviser-market-insights-may-2-2024 monthly 0.5 2024-09-15 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/127fac6f-ca30-4097-b0ef-508e8e24b466/Screenshot+2024-05-02+at+12.29.40.png Blog Page - Financial Adviser Insights, May 2, 2024 - Make it stand out Change in value of $1,000 invested from Dec 2018 to March 2024 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-april-25-2024- monthly 0.5 2024-09-15 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/98d2bff0-2490-4cff-a532-5302283db847/8+-+Financial+Adviser+Exam+Results.png Blog Page - Financial Adviser Insights, April 25, 2024 - Make it stand out Analysis of Financial Exam Results Aug 2022 to March 2024 Dashboard 8 - Adviser Fast Facts https://wealthdata.com.au/blog-1/financial-adviser-market-insights-april-18-2024- monthly 0.5 2024-04-18 https://wealthdata.com.au/blog-1/financial-adviser-market-insights-april-11-2024- monthly 0.5 2024-04-11 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/bcabdfb9-911f-4db2-b938-0b377f6f1051/Screenshot+2024-04-11+at+10.47.13.png Blog Page - Financial Adviser Insights, April 11, 2024 - Make it stand out Closed Micro AFSLs - July 1 2023 To April 11, 2024 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/86f3d2f8-195b-4086-b8d7-1bf63c8e7b76/Screenshot+2024-04-11+at+11.23.47.png Blog Page - Financial Adviser Insights, April 11, 2024 - Make it stand out Advisers of ceased Micro AFSLs and Current on the ASIC FAR https://wealthdata.com.au/blog-1/financial-adviser-market-insights-april-04-2024 monthly 0.5 2024-04-06 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/77e5d368-f21e-4216-af7a-37e84b960f48/Screenshot+2024-04-04+at+12.44.50.png Blog Page - Financial Adviser Insights, April 4, 2024 - Make it stand out Financial Year To Date - Dashboard 1A Adviser Fast Facts https://wealthdata.com.au/blog-1/financial-adviser-market-insights-march-28-2024 monthly 0.5 2024-03-28 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/678eaee1-2ae7-4593-ac07-761b57e911a5/Screenshot+2024-03-28+at+11.28.22.png Blog Page - Financial Adviser Insights, March 28, 2024 - Make it stand out Top Ten Licensee Owners By Number Of Financial Advisers, March 28, 2024 https://wealthdata.com.au/blog-1/financial-adviser-gross-revenue-2023-2024 monthly 0.5 2024-03-26 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/cb5500b8-e254-4014-a341-9ce1026feab2/Adviser+Revenue+March+2024.png Blog Page - Financial Adviser Gross Revenue First Half of 2024 Fin Year - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-market-insights-march21-2024 monthly 0.5 2024-03-21 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/ba72fd52-9f9c-4a00-8131-2eddd61d1ff9/Screenshot+2024-03-21+at+13.55.11.png Blog Page - Financial Adviser Insights, March 21, 2024 - Make it stand out Licensee Deep Dive Dashboard 8A - New Entrants By Year https://wealthdata.com.au/blog-1/financial-adviser-market-insights-march14-2024 monthly 0.5 2024-03-14 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/abd5fc11-00f8-4a7f-bdc3-523f53fb378d/Screenshot+2024-03-14+at+11.16.58.png Blog Page - Financial Adviser Insights, March 14, 2024 - Make it stand out Adviser Movement Across Time periods - Filtered By 6 Months Column Dashboard 2B Of Adviser Fast Facts https://wealthdata.com.au/blog-1/financial-adviser-market-insights-march-07-2024 monthly 0.5 2024-03-07 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/d517487e-8fa5-4ea9-ae08-74b6920e375c/Screenshot+2024-03-07+at+10.58.04.png Blog Page - Financial Adviser Insights, March 7, 2024 - Make it stand out Top Three Adviser Groups, March 7, 2024 https://wealthdata.com.au/blog-1/smsf-data-to-december-2023 monthly 0.5 2024-02-29 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/f1b92b48-42a4-4578-aac4-44ce1e452a56/Screenshot+2024-02-29+at+13.28.53.png Blog Page - SMSF Data To Dec, 2023 Data Released Feb 2024 - Make it stand out Total Net Assets and Averages by SMSF and Members https://wealthdata.com.au/blog-1/financial-adviser-market-insights-feb-29-2024 monthly 0.5 2024-02-29 https://wealthdata.com.au/blog-1/super-funds-by-fund-type-december-2023 monthly 0.5 2024-02-29 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/f7fc0745-da15-4d39-8999-9d022269c065/Screenshot+2024-02-28+at+16.43.43.png Blog Page - APRA Super Fund Analysis Plus SMSF and Adviser Data - Make it stand out Net Transfers to SMSF Funds - Rolling 12 Months https://wealthdata.com.au/blog-1/financial-adviser-insights-feb22-2024 monthly 0.5 2024-02-22 https://wealthdata.com.au/blog-1/financial-adviser-insights-feb-15-2024 monthly 0.5 2024-02-15 https://wealthdata.com.au/blog-1/superannuation-fund-statistics-2023 monthly 0.5 2024-06-03 https://wealthdata.com.au/blog-1/financial-adviser-insights-feb-8-2024 monthly 0.5 2024-02-08 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/5542e59b-a28c-467c-b1ab-f96c36714efd/Screenshot+2024-02-08+at+13.09.17.png Blog Page - Financial Adviser Insights, Data to Feb 8, 2024 - Make it stand out Dashboard 1 - Click The Chart To View The Video Demo https://wealthdata.com.au/blog-1/financial-adviser-insights-feb-1-2024 monthly 0.5 2024-02-01 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/19458f5c-7b0d-43c7-acf3-2f9ca3dbae58/Screenshot+2024-02-01+at+13.48.19.png Blog Page - Financial Adviser Insights, Data to Feb 1, 2024 - Make it stand out Asset Allocation and % Held Directly https://wealthdata.com.au/blog-1/financial-adviser-insights-jan-25-2024-gxwty monthly 0.5 2024-01-25 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/c8b797ea-e25c-4e8b-89c8-5ce3d3f38432/Screenshot+2024-01-25+at+13.18.18.png Blog Page - Financial Adviser Insights, Data to Jan 25, 2024. - Make it stand out Last 12 Months - Adviser Fast Facts Dashboard 1 https://wealthdata.com.au/blog-1/financial-adviser-insights-jan-18-2024 monthly 0.5 2024-01-18 https://wealthdata.com.au/blog-1/financial-adviser-insights-2023-in-review monthly 0.5 2024-01-18 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/c646371c-d0f0-4669-94af-7a81bbb8a748/Screenshot+2024-01-18+at+10.50.11.png Blog Page - Financial Advisers Insights - 2023 Wrapped Up - Make it stand out Year-on-year change - Dashboard 6 Licensee Deep Dive https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/3109f22a-7d39-4a29-ac1f-b9da297b250b/Screenshot+2024-01-18+at+10.54.13.png Blog Page - Financial Advisers Insights - 2023 Wrapped Up - Make it stand out Change by Business Models - Dashboard 3 Adviser Fast Facts https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/4484412c-d1a8-43c6-8192-69ffa5eef346/Screenshot+2024-01-18+at+13.49.10.png Blog Page - Financial Advisers Insights - 2023 Wrapped Up - Make it stand out Change to Licensee Owners That Started 2023 with 100 or More Advisers (Chart available upon request) https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/31cd99aa-d590-41e0-8a10-07e8295c9c72/Screenshot+2024-01-18+at+14.09.23.png Blog Page - Financial Advisers Insights - 2023 Wrapped Up - Make it stand out Gains and Losses For 2023 with Acquisitions Merged Into the New Owner Dashboard 2A Adviser Fast Facts https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/149ae2b6-b67f-49f4-ad78-d326898f890d/Screenshot+2024-01-18+at+14.33.57.png Blog Page - Financial Advisers Insights - 2023 Wrapped Up - Make it stand out New Entrants and Current 2023 By Business Model https://wealthdata.com.au/blog-1/financial-adviser-insightsjan-11-2024 monthly 0.5 2024-01-15 https://wealthdata.com.au/blog-1/financial-adviser-insights-dec-21-2023 monthly 0.5 2023-12-21 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/51b3c369-c923-4192-871e-9ff82f2c19fc/Screenshot+2023-12-21+at+10.44.04.png Blog Page - Financial Adviser Insights, Dec 21, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/b4c455b6-451c-424d-bfec-b3b8e0f0e0c2/Screenshot+2023-12-19+at+09.16.12.png Blog Page - Financial Adviser Insights, Dec 21, 2023 - Make it stand out 2023 has seen a steady stream of new entrants passing the adviser exam. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/956ef9b8-000c-48a3-bd98-8c91ad6fdf23/Screenshot+2023-12-21+at+11.03.39.png Blog Page - Financial Adviser Insights, Dec 21, 2023 - Make it stand out New Entrants by Peer Groups Calendar YTD https://wealthdata.com.au/blog-1/financial-adviser-insights-dec14-2023- monthly 0.5 2023-12-14 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/5202255c-4b6c-4481-9e93-bdba4a6da836/Screenshot+2023-12-14+at+09.19.43.png Blog Page - Financial Adviser Insights, Dec 14, 2023 - Make it stand out Top 10 Advice Firms by Number Of Advisers - Dashboard 2 of Adviser Fast Facts https://wealthdata.com.au/blog-1/financial-adviser-insights-dec-07-2023 monthly 0.5 2023-12-07 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/f68be56e-1d22-4042-b9ce-d6f21341be20/Screenshot+2023-12-07+at+12.49.15.png Blog Page - Financial Adviser Insights, Dec 7, 2023 - Make it stand out Top 10 Advice Firms by Number Of Advisers - Dashboard 2 of Adviser Fast Facts https://wealthdata.com.au/blog-1/financial-adviser-client-segmentation-tool monthly 0.5 2024-02-14 https://wealthdata.com.au/blog-1/super-funds-wrap-up-september-2023- monthly 0.5 2023-11-30 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/6f1585f1-ac4a-4780-b127-09ab59edbce1/SMSF+Transfers+%24.png Blog Page - Super Funds Analysis At Fund Level Plus Adviser Data Sep 2023 - Make it stand out Retail and Industry Funds - Net Transfers to SMSF Funds per Quarter https://wealthdata.com.au/blog-1/financial-adviser-insights-nov-23-2023-ta725 monthly 0.5 2023-11-30 https://wealthdata.com.au/blog-1/smsf-data-toseptember-2023 monthly 0.5 2023-11-29 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/3f81e502-6208-47e5-9a62-553d0102c3ed/Screenshot+2023-11-29+at+14.53.51.png Blog Page - SMSF Data To Sept, 2023 - Make it stand out Potential opportunity for advisers. Total SMSFs and Assets divided by the number of current advisers over each time period. https://wealthdata.com.au/blog-1/financial-adviser-insights-nov-23-2023 monthly 0.5 2023-11-23 https://wealthdata.com.au/blog-1/financial-adviser-insights-nov16-2023- monthly 0.5 2023-11-16 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dbbbe26c-d1de-4ec2-bd13-0739e3d486bc/3+Deep+Dive+Licensee+Charts+Fortnum+and+Aus+Unity.png Blog Page - Financial Adviser Insights, Nov 16, 2023 - Make it stand out Fortnum Private and Australian Unity - Key Data Points https://wealthdata.com.au/blog-1/financial-adviser-insights-nov-09-2023 monthly 0.5 2023-11-09 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/a72f4534-d8e9-4f40-af2d-b11dbe57ddd9/Screenshot+2023-11-09+at+20.28.21.png Blog Page - Financial Adviser Insights, Nov 9, 2023 - Make it stand out In this snapshot, one of many that is generated, it shows in the top chart the number of clients decreasing from 100 to 85, with the removal of all ‘D Clients’ and boosting a small number into other segments. Total revenue, middle chart, has increased by variance of +$57,980. Bottom chart shows that the weekly hours worked by the adviser, on all clients, has increased slightly. https://wealthdata.com.au/blog-1/financial-adviser-insights-nov-02-2023 monthly 0.5 2023-11-02 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/bf7a0b51-0c20-4654-a188-e6bae0fcfcd9/Screenshot+2023-11-02+at+15.35.49.png Blog Page - Financial Adviser Insights, Nov 2, 2023 - Make it stand out The Blue Bars = Advisers Current Dec 31, 2018 and Yellow Line Advisers Current Today. The bottom axis indicates the year advisers first provided advice. https://wealthdata.com.au/blog-1/financial-adviser-insights-oct26-2023 monthly 0.5 2023-10-26 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/49f1a317-0bd5-4997-8326-4dcd12580712/Screenshot+2023-10-26+at+14.57.35.png Blog Page - Financial Adviser Insights, Oct 26, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-insights-oct-19-2023- monthly 0.5 2023-10-19 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/61ed17e9-192e-4623-83b9-6779a9cd56ac/Screenshot+2023-10-19+at+11.53.39.png Blog Page - Financial Adviser Insights, Oct 19, 2023 - Make it stand out Dashboard 1A of Adviser Fast Facts https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/06fdc626-09be-4004-bfc5-445724d9628b/Screenshot+2023-10-19+at+14.00.11.png Blog Page - Financial Adviser Insights, Oct 19, 2023 - Make it stand out Dashboard 8 of Licensee Deep Dive - New Entrants https://wealthdata.com.au/blog-1/financial-adviser-insights-oct-12-2023 monthly 0.5 2023-10-12 https://wealthdata.com.au/blog-1/financial-adviser-insightsoct-05-2023- monthly 0.5 2023-10-05 https://wealthdata.com.au/blog-1/financial-adviser-insights-sep-28-2023 monthly 0.5 2023-09-28 https://wealthdata.com.au/blog-1/smsf-data-to-june-2023 monthly 0.5 2023-09-27 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/84c9b9bf-1809-43b3-a91c-2fa3b7aebeb9/Screenshot+2023-09-27+at+13.33.41.png Blog Page - SMSF Data To June, 2023 - Make it stand out Potential opportunity for advisers. Total SMSFs and Assets divided by the number of current advisers over each time period. https://wealthdata.com.au/blog-1/financial-adviser-insights-sep-21-2023 monthly 0.5 2023-09-21 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/ffb69938-71aa-4e4c-af32-efc231b7509a/Screenshot+2023-09-21+at+14.22.37.png Blog Page - Financial Adviser Insights, Sep21, 2023 - Make it stand out Financial Adviser Exam - Stats from Aug 2022 to Aug 2023 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/fe5f1f18-c5dc-4e2d-b88d-4ebe519dc1d9/Screenshot+2023-09-21+at+16.27.10.png Blog Page - Financial Adviser Insights, Sep21, 2023 - Make it stand out Number of Candidates Passed Exam Versus Current Advisers (At Time of Exam) https://wealthdata.com.au/blog-1/financial-adviser-insights-sep14-2023 monthly 0.5 2023-09-14 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/72da25aa-91bd-46a0-9170-bf7d2dc97db1/Screenshot+2023-09-14+at+13.10.14.png Blog Page - Financial Adviser Insights, Sep14, 2023 - Make it stand out Percentage and Number of Current Advisers by Gender Chart from Members Lounge, Licensee Deep Dive, Dashboard 10A https://wealthdata.com.au/blog-1/financial-adviser-insights-sep-07-2023 monthly 0.5 2023-09-14 https://wealthdata.com.au/blog-1/financial-adviser-gross-revenue-fin-year-2022-23 monthly 0.5 2023-09-07 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/d5f1e6fc-8cc6-4bee-8d82-9974991b9aee/Screenshot+2023-09-07+at+13.48.58.png Blog Page - Financial Adviser - Gross Revenue Fin Year 2022/23 - Make it stand out Gross Revenue Generated Per Adviser At Eight ASX Listed Companies - Financial Year 2023/23 https://wealthdata.com.au/blog-1/financial-adviser-insights-august-31-2023 monthly 0.5 2023-08-31 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/3ef7a1cc-b96e-48be-8454-6c11d0d0e861/Screenshot+2023-08-31+at+13.49.40.png Blog Page - Financial Adviser Insights, Aug 31, 2023 - Make it stand out Contestable Adviser Market For Investments via a WRAP Account Dashboard 9A Licensee Deep Dive https://wealthdata.com.au/blog-1/financial-adviser-insights-august24-2023 monthly 0.5 2023-08-24 https://wealthdata.com.au/blog-1/super-funds-wrap-up-march-2023-kk6ym monthly 0.5 2023-08-23 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/a946d3eb-b70e-4a8a-9d65-58f9d59c9a5b/SMSF+Transfers+%24.png Blog Page - Super Funds Analysis (APRA) -Updated June 2023 - Make it stand out Retail and Industry Funds - Net Transfers to SMSF Funds per Quarter https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/a5619f0d-6159-4538-95d5-c2a77d39fa07/SMSF+Transfers+%24+All+APRA+Funds.png Blog Page - Super Funds Analysis (APRA) -Updated June 2023 - Make it stand out All APRA Funds Net Transfers to SMSF Funds https://wealthdata.com.au/blog-1/financial-adviser-insights-august-17-2023 monthly 0.5 2023-08-17 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/8e772de8-4db6-4794-92df-97f07248cba7/Screenshot+2023-08-17+at+14.09.47.png Blog Page - Financial Adviser Insights, Aug 17, 2023 - Make it stand out Change in Advisers and Licensees Jan 1 2019 to Aug 17, 2023 - Major Business Models Only https://wealthdata.com.au/blog-1/financial-adviser-insights-august10-2023- monthly 0.5 2023-08-13 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/e7f2bf4b-6455-4e6f-b53d-e21276a8c0d1/Screenshot+2023-08-10+at+14.35.38.png Blog Page - Financial Adviser Insights, Aug 10, 2023 - Make it stand out Licensee Deep Dive - Dashboard 11 Resignations and Experience https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/b9dd1c6c-d336-406a-8233-312271605625/Screenshot+2023-08-10+at+14.38.01.png Blog Page - Financial Adviser Insights, Aug 10, 2023 - Make it stand out Current Advisers By Experience, plus New Entrants https://wealthdata.com.au/blog-1/financial-adviser-insights-august-3-2023 monthly 0.5 2023-08-03 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/b1c6f987-ee31-489d-9f82-9f02c88937ef/Screenshot+2023-08-03+at+15.04.37.png Blog Page - Financial Adviser Insights, Aug 3, 2023 - Make it stand out Dashboard 2A from Adviser Fast Facts - Cal YTD Adviser Movement https://wealthdata.com.au/blog-1/financial-adviser-insights-july-27-2023- monthly 0.5 2023-07-27 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/6908478b-9bdb-4a6b-afb3-b2364928b472/Screenshot+2023-07-27+at+14.29.21.png Blog Page - Financial Adviser Insights, July 27, 2023 - Make it stand out Quarterly Net Transfers of Funds from Industry Super Funds to SMSFs Chart Available Super Funds APRA Level Review - Dashboard at Members Lounge https://wealthdata.com.au/blog-1/financial-adviser-insights-july-20-2023 monthly 0.5 2023-07-20 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/c4fa58d1-503b-4e72-a8ae-56071f3e131f/ADV+CBD+V+Non+CBD+TBC+3.png Blog Page - Financial Adviser Insights, July 20, 2023 - Make it stand out Advisers by state and by Business Model - Located in or out of the state capital CBD https://wealthdata.com.au/blog-1/financial-adviser-insights-july130-2023 monthly 0.5 2023-07-13 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/5729ebdb-b966-4f0d-9cf7-88cceaf7b6fc/Change+licensees+post+July+1+2022.png Blog Page - Financial Adviser Insights, July 13, 2023 - Make it stand out Movement of Advisers and Licensees By Business Model - July 1, 2022 to July 13, 2023 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Insights, July 13, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-insights-july-06-2023- monthly 0.5 2023-07-06 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/f94db5d3-4971-4958-97ea-60a3c1902937/Summary+of+2022-23+fin+year.png Blog Page - Financial Adviser Insights - Fin Year 2023 Wrap Plus Weekly Change - Make it stand out A summary of last financial year - See notes above re *Viridian https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Insights - Fin Year 2023 Wrap Plus Weekly Change - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-insights-june-29-2023 monthly 0.5 2023-06-30 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/48ef2376-9148-4a62-b988-9941b2822784/Fin+Year+YTD+2023.png Blog Page - Financial Adviser Insights To June 29, 2023 - Make it stand out Chart 1 - Current Financial YTD Stats and Corresponding Period Last Year https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/df53ee1b-47ec-4823-b46f-f05b57c676a5/Last+12+months+to+2023.png Blog Page - Financial Adviser Insights To June 29, 2023 - Make it stand out Chart 2 - Last 12 Months Stats Versus Prior 12 Months https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Insights To June 29, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-insights-june-22-2023 monthly 0.5 2023-06-22 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/36a2d551-e403-4f26-853a-61d84484ce44/DAs+Advisers.png Blog Page - Financial Adviser Insights To June 22, 2023 - Make it stand out The number of advisers affected by a DA by size of ‘current’ licensee. In total 176 advisers. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Insights To June 22, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-insights-june-15-2023- monthly 0.5 2023-06-15 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/20ae1d71-1825-40a7-ae5d-d85a24c80849/Adviser+Blue+Book+%284%29.png Blog Page - Financial Adviser Insights To June 15, 2023 - Make it stand out The AFSL Blue Book - Find the details, including contact details you need Click image above to see more https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Insights To June 15, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/the-right-number-of-financial-advisers-june-15-2023 monthly 0.5 2023-06-15 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/0a5e009d-d011-45c5-9329-b3b293306025/Enough+Advisers+Chart+1.png Blog Page - Do we have the right number of advisers? - Make it stand out Chart 1 - Key assumptions - all individual entities will be seen by an adviser once per year. Used a 46 week year and 15,800 advisers. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/6cdad81a-2d3f-4b61-9a01-135e53516639/Enough+Advisers+Chart+2.png Blog Page - Do we have the right number of advisers? - Make it stand out Chart 2 - A reduction to 50% of those between 25 and 59 seeking advice and 75% 60 plus. Number of appointments per entity increased to 1.25 per year. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/20ae1d71-1825-40a7-ae5d-d85a24c80849/Adviser+Blue+Book+%284%29.png Blog Page - Do we have the right number of advisers? - Make it stand out The AFSL Blue Book - Find the details, including contact details you need Click image above to see more https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Do we have the right number of advisers? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-june-8-2023 monthly 0.5 2023-06-08 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/20ae1d71-1825-40a7-ae5d-d85a24c80849/Adviser+Blue+Book+%284%29.png Blog Page - Financial Adviser Insights To June 8, 2023 - Make it stand out The AFSL Blue Book - Find the details, including contact details you need Click image above to see more https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/dcf7b5da-bf59-472d-bfaf-f573e6c95634/DAs+since+2015.png Blog Page - Financial Adviser Insights To June 8, 2023 - Make it stand out Number of Financial Advisers that have a DA against their name by Year. Orange line represents DAs that do not have an end date - usually indicating they have been permanently banned. In total 175 adviser impacted, of which 48 have no end date to the DA. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Insights To June 8, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-june-1-2023 monthly 0.5 2023-06-01 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/20ae1d71-1825-40a7-ae5d-d85a24c80849/Adviser+Blue+Book+%284%29.png Blog Page - Financial Adviser Insights To June 1, 2023 - Make it stand out The AFSL Blue Book - Find the details, including contact details you need Click image above to see more https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/ffe3049c-a414-4657-880f-38f77e227922/Ceased+in+2023.png Blog Page - Financial Adviser Insights To June 1, 2023 - Make it stand out Total Number = 365. A high proportion of advisers now ceased commenced pre 2010 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Insights To June 1, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-may-25-2023 monthly 0.5 2023-05-25 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/20ae1d71-1825-40a7-ae5d-d85a24c80849/Adviser+Blue+Book+%284%29.png Blog Page - Financial Adviser Insights To May 25, 2023 - Make it stand out The AFSL Blue Book - Find the details, including contact details you need Click image above to see more https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/954e728d-489b-4eba-8e00-1a58d5ac17e4/Adviser+new+entrants.png Blog Page - Financial Adviser Insights To May 25, 2023 - Make it stand out Overview of Licensee Owners Filtered by most number of new entrants (Right Column) for 2023 YTD https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Insights To May 25, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/super-funds-wrap-up-march-2023 monthly 0.5 2023-05-25 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/54fe8564-55f5-4ea9-bb6a-3174bfccbbf1/Key+Assets.png Blog Page - Super Funds -Updated To March 2023 - Make it stand out Retail Funds highest for Equities and Cash. Industry and Public Funds have a greater share of Property and Infrastructure. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/4dbd7536-7929-4b26-9fc6-da06e8346a21/Unlisted+Assets+v2.png Blog Page - Super Funds -Updated To March 2023 - Make it stand out Unlisted Assets - Industry Funds total at 21.7%, Public Funds at 21.5% and Retail Funds at only 4.5% https://wealthdata.com.au/blog-1/financial-adviser-movement-may18-2023 monthly 0.5 2023-05-18 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/20ae1d71-1825-40a7-ae5d-d85a24c80849/Adviser+Blue+Book+%284%29.png Blog Page - Financial Adviser Insights To May 18, 2023 - Make it stand out The AFSL Blue Book - Find the details you need Click image above to see more https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/0615e217-9f07-47a9-99dc-75aa6db90073/Groupings+of+Wealth+Business.png Blog Page - Financial Adviser Insights To May 18, 2023 - Make it stand out Value of $1,000 invested May 11, 2018 to May 9, 2023 (Not including Dividends) https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Insights To May 18, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-may11-2023 monthly 0.5 2023-05-11 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/20ae1d71-1825-40a7-ae5d-d85a24c80849/Adviser+Blue+Book+%284%29.png Blog Page - Financial Adviser Insights To May 11, 2023 - Make it stand out The AFSL Blue Book - Find the details you need Click image above to see more https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/6b50dd4d-2ed4-459d-a734-b8df395ea435/Screenshot+2023-05-11+142633.png Blog Page - Financial Adviser Insights To May 11, 2023 - Make it stand out Movement in the Financial Planning Busines Model - Top 10 Gains and Losses https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Insights To May 11, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-may-04-2023 monthly 0.5 2023-05-09 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/20ae1d71-1825-40a7-ae5d-d85a24c80849/Adviser+Blue+Book+%284%29.png Blog Page - Financial Adviser Insights To May 4, 2023 - Make it stand out The AFSL Blue Book - Find the details you need Click image above to see more https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/eee4b117-591e-49bf-a2a4-c6276d177381/Platforms+and+Wrap+Register+%28600+%C3%97+90+px%29.png Blog Page - Financial Adviser Insights To May 4, 2023 - Visit Us At The Conference Come and join us in the Hunter Valley NSW for our Platforms, Wraps and Advice Technology Conference - A must event for advisers, licensee staff and owners, and service providers to the advice market. Click on the image for more details. Advisers can join us for no event charge - Enter code ADVISERFREEPASS23 when requested https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Insights To May 4, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-april-28-2023 monthly 0.5 2023-04-30 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/20ae1d71-1825-40a7-ae5d-d85a24c80849/Adviser+Blue+Book+%284%29.png Blog Page - Financial Adviser Insights To April 28, 2023 - Make it stand out The AFSL Blue Book - Find the details you need Click image above to see more https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/27ecacbb-a6ad-4d1a-83a7-f559c1aff6eb/Screenshot+2023-04-28+154735.png Blog Page - Financial Adviser Insights To April 28, 2023 - Make it stand out Advisers and Licensees - By Band Size of Licensee - All Business Models (Dashboard 6C Licensee Deep Dive) https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/e5ca2d03-c396-4b15-8d08-b883c8dfa45d/Screenshot+2023-04-28+155209.png Blog Page - Financial Adviser Insights To April 28, 2023 - Make it stand out Advisers and Licensees belonging to Financial Planning, Investment and Accounting - Financial Planning models - i.e. Providing mostly holistic advice https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/eee4b117-591e-49bf-a2a4-c6276d177381/Platforms+and+Wrap+Register+%28600+%C3%97+90+px%29.png Blog Page - Financial Adviser Insights To April 28, 2023 - Visit Us At The Conference Come and join us in the Hunter Valley NSW for our Platforms, Wraps and Advice Technology Conference - A must event for advisers, licensee staff and owners, and service providers to the advice market. Click on the image for more details. Just announced - Advisers can join us for no event charge - Enter code ADVISERFREEPASS23 when requested https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Insights To April 28, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-april-20-2023 monthly 0.5 2023-04-30 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/20ae1d71-1825-40a7-ae5d-d85a24c80849/Adviser+Blue+Book+%284%29.png Blog Page - Financial Adviser Insights To April 20, 2023 - Make it stand out The AFSL Blue Book - Find the details you need Click image above to see more https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/eee4b117-591e-49bf-a2a4-c6276d177381/Platforms+and+Wrap+Register+%28600+%C3%97+90+px%29.png Blog Page - Financial Adviser Insights To April 20, 2023 - Visit Us At The Conference Come and join us in the Hunter Valley NSW for our Platforms, Wraps and Advice Technology Conference - A must event for advisers, licensee staff and owners, and service providers to the advice market. Click on the image for more details. Just announced - Advisers can join us for no event charge - Enter code ADVISERFREEPASS23 when requested https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Insights To April 20, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/super-funds-analysis-smsf-apra monthly 0.5 2023-04-20 https://wealthdata.com.au/blog-1/financial-adviser-movement-april-13-2023 monthly 0.5 2023-04-13 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/4e6d86ae-7927-4889-960a-5eb8ec3edc21/Screenshot+2023-04-13+124900.png Blog Page - Financial Adviser Insights To April 13, 2023 - Make it stand out Advisers Pre and post 2009 and % with a degree Note: Data from our Deep Dive set - Dashboard 4B - Modified for this post. Users can see details for each AFSL https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/29b89ae5-41c3-4df4-8a29-0783fff9143a/Screenshot+2023-04-13+131057.png Blog Page - Financial Adviser Insights To April 13, 2023 - Make it stand out Degrees grouped by years started as an adviser https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/eee4b117-591e-49bf-a2a4-c6276d177381/Platforms+and+Wrap+Register+%28600+%C3%97+90+px%29.png Blog Page - Financial Adviser Insights To April 13, 2023 - Visit Us At The Conference Come and join us in the Hunter Valley NSW for our Platforms, Wraps and Advice Technology Conference - A must event for advisers, licensee staff and owners, and service providers to the advice market. Click on the image for more details. Just announced - Advisers can join us for no event charge - Enter code ADVISERFREEPASS23 when requested https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Insights To April 13, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-april-6-2023 monthly 0.5 2023-04-06 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/93e9b288-ab9a-49d1-ae36-bced81795126/Screenshot+2023-04-06+122953.png Blog Page - Financial Adviser Insights To April 6, 2023 - Make it stand out Potential FAAA membership at licensee owners that have 100 or more advisers (Financial Planning Business model shown) https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/eee4b117-591e-49bf-a2a4-c6276d177381/Platforms+and+Wrap+Register+%28600+%C3%97+90+px%29.png Blog Page - Financial Adviser Insights To April 6, 2023 - Visit Us At The Conference Come and join us in the Hunter Valley NSW for our Platforms, Wraps and Advice Technology Conference - A must event for advisers, licensee staff and owners, and service providers to the advice market. Click on the image for more details. Just announced - Advisers can join us for no event charge - Enter code ADVISERFREEPASS23 when requested https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Insights To April 6, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-march30-2023 monthly 0.5 2023-03-30 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/eee4b117-591e-49bf-a2a4-c6276d177381/Platforms+and+Wrap+Register+%28600+%C3%97+90+px%29.png Blog Page - Financial Adviser Insights To March 30, 2023 - Visit Us At The Conference Come and join us in the Hunter Valley NSW for our Platforms, Wraps and Advice Technology Conference - A must event for advisers, licensee staff and owners, and service providers to the advice market. Click on the image for more details. Just announced - Advisers can join us for no event charge - Enter code ADVISERFREEPASS23 when requested https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Insights To March 30, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-march23-2023 monthly 0.5 2023-03-23 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/3066d2bb-3790-4ca8-b3be-56b91d3381d6/Screenshot+2023-03-23+151745.png Blog Page - Financial Adviser Insights To March 23, 2023 - Make it stand out Growth by licensee owner with minimum of 20 advisers. Filtered most growth over 3 months. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1679441114084-OTI82753AGI4HNX5LXED/POLITICS+-+The+Origin+and+Final+Determinant+of+the+Life+Insurance+Framework+%284%29.png Blog Page - Financial Adviser Insights To March 23, 2023 - Life Insurance Framework Whitepaper - Now Available At Our Website Financial Newswire and Wealth Data have come together to produce this whitepaper. It highlights the the issues and effects upon risk sales and decline of the risk writing advisers, since the introduction of the Life Insurance Framework (LIF). To know more click on the link below https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/eee4b117-591e-49bf-a2a4-c6276d177381/Platforms+and+Wrap+Register+%28600+%C3%97+90+px%29.png Blog Page - Financial Adviser Insights To March 23, 2023 - Visit Us At The Conference Come and join us in the Hunter Valley NSW for our Platforms, Wraps and Advice Technology Conference - A must event for advisers, licensee staff and owners, and service providers to the advice market. Click on the image for more details. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Insights To March 23, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-march-16-2023 monthly 0.5 2023-03-16 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/eee4b117-591e-49bf-a2a4-c6276d177381/Platforms+and+Wrap+Register+%28600+%C3%97+90+px%29.png Blog Page - Financial Adviser Insights To March 16, 2023 - Visit Us At The Conference Come and join us in the Hunter for our Platforms, Wraps and Advice Technology Conference - Click On Image For All The Details https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Insights To March 16, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-march-9-2023 monthly 0.5 2023-03-09 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/190888b4-1a33-41a3-839d-c4b53290c82e/Screenshot+2023-03-09+114547.png Blog Page - Financial Adviser Movement to March 9, 2023 - Make it stand out Gender split by the year advisers first commenced as an adviser https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/90399059-21c1-4eea-ac9f-e2da7f0038a5/Screenshot+2023-03-09+114835.png Blog Page - Financial Adviser Movement to March 9, 2023 - Make it stand out Gender split by business models https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/7339d3b9-9da3-419a-b5dd-cc8129602592/Platforms+and+Wrap+eDM+-+Save+the+Date%21+%28600+%C3%97+90+px%29.png Blog Page - Financial Adviser Movement to March 9, 2023 - Visit Us At The Conference Come and join us in the Hunter for our Platforms, Wraps and Advice Technology Conference https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Movement to March 9, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-march-2-2023 monthly 0.5 2023-03-02 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1c4af8b4-9430-4e41-afcf-cc37581a221e/Screenshot+2023-03-02+145311.png Blog Page - Financial Adviser Movement to March 2, 2023 - Make it stand out Qualifications and entries on the ASIC FAR https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/ef7a0e97-f445-43cc-967a-95dc8eb7ee39/Copy+of+LIFE+INSURANCE+OUTLOOK+CONFERENCE+2023+%28600+%C3%97+90+px%29+%281%29.png Blog Page - Financial Adviser Movement to March 2, 2023 - Visit Us At The Conference We will be at this event and presenting adviser data most relevant to the insurance market. Come along and say hello, and yes, it is a free event. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Movement to March 2, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-feb23-2023 monthly 0.5 2023-02-23 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/76b2197b-0e3d-4db3-886b-7adc27737f78/Screenshot+2023-02-23+125118.png Blog Page - Financial Adviser Movement to Feb 23, 2023 - Make it stand out Major Licensee Owners and their Market Share Movement - All Advisers: Jan 1, 2021 to Feb 23, 2023 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/2009c0c4-ea57-4cda-ab5c-d417c973bcfd/Screenshot+2023-02-23+130323.png Blog Page - Financial Adviser Movement to Feb 23, 2023 - Make it stand out Change in Market Share Across The Financial Planning Business Model Only https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/ef7a0e97-f445-43cc-967a-95dc8eb7ee39/Copy+of+LIFE+INSURANCE+OUTLOOK+CONFERENCE+2023+%28600+%C3%97+90+px%29+%281%29.png Blog Page - Financial Adviser Movement to Feb 23, 2023 - Visit Us At The Conference We will be at this event and presenting adviser data most relevant to the insurance market. Come along and say hello, and yes, it is a free event. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Movement to Feb 23, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-feb16-2023 monthly 0.5 2023-02-23 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/74a6fdac-9adc-4640-818a-02a07e5fb9a4/Screenshot+2023-02-16+134551.png Blog Page - Financial Adviser Movement to Feb 16, 2023 Breakdown of advisers by Licensee Owners size. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/05e94650-0b8b-4c26-a2ee-aaf1778263ff/Screenshot+2023-02-16+132550.png Blog Page - Financial Adviser Movement to Feb 16, 2023 - Make it stand out Adviser Breakdown by Business Models https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/ef7a0e97-f445-43cc-967a-95dc8eb7ee39/Copy+of+LIFE+INSURANCE+OUTLOOK+CONFERENCE+2023+%28600+%C3%97+90+px%29+%281%29.png Blog Page - Financial Adviser Movement to Feb 16, 2023 - Visit Us At The Conference We will be at this event and presenting adviser data most relevant to the insurance market. Come along and say hello, and yes, it is a free event. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Movement to Feb 16, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-feb-09-2023 monthly 0.5 2023-02-09 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/5172b019-06ed-4ade-a8e1-c36795c68ac1/Screenshot+2023-02-09+140428.png Blog Page - Financial Adviser Movement to Feb 9, 2023 % Appointments and Resignations compared to the number of advisers at Nov 9, 2022 through to Feb 9, 2023. Note: Showing only Licensee Owners with 50 or more advisers. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Movement to Feb 9, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-feb-02-2023 monthly 0.5 2023-02-02 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/4e84fbf7-92d1-476e-8dbf-db28e39dcdf6/Screenshot+2023-02-02+152804.png Blog Page - Financial Adviser Movement to Feb 2, 2023 Top and least Growth (Top 10 of each) - Remaining licensee owners are grouped as one. ADV LO = Number of current advisers at each licensee owner. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Movement to Feb 2, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-jan-26-2023 monthly 0.5 2023-01-29 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/e01e941c-e46d-401e-b8a6-73e7fa322526/Screenshot+2023-01-27+120813.png Blog Page - Financial Adviser Movement to Jan 26, 2023 The left chart highlights new entrants by ‘Type’ of adviser - Chart on right is by gender compared to all other advisers. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/7e80d735-f84c-424b-9645-37b7c137a1fb/Screenshot+2023-01-27+121229.png Blog Page - Financial Adviser Movement to Jan 26, 2023 - Make it stand out Chart Left is by Business model - Chart Right by Size of Licensee Owner https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/af8bf093-6b7f-45dd-aba1-351a551d0b24/Screenshot+2023-01-27+121456.png Blog Page - Financial Adviser Movement to Jan 26, 2023 - By State The proportion of new entrants by state is reasonably balanced across the states. QLD may be the stand out with 23.51% of new entrants compared to 19.99% of all other advisers. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Movement to Jan 26, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-jan-19-2023 monthly 0.5 2023-01-19 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/d8daaa7f-982c-4ccb-aa63-a29659e557e9/Screenshot+2023-01-19+125508.png Blog Page - Financial Adviser Movement to Jan 19, 2023 - Make it stand out Year range of losses for 2022. Ceased Year Range = Year Adviser Commenced https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/4dbfd7b9-359b-4806-96ce-3924a1b0f14d/Screenshot+2023-01-19+125436.png Blog Page - Financial Adviser Movement to Jan 19, 2023 - Make it stand out Losses by Business Models https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/4f21be13-2a60-45b0-a6c6-1aff9a634494/Screenshot+2023-01-19+131410.png Blog Page - Financial Adviser Movement to Jan 19, 2023 - Make it stand out Combination of both charts - Year range of losses across each busines model https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Movement to Jan 19, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-jan-12-2023 monthly 0.5 2023-01-12 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/2f1f8933-c7c1-44fb-8f81-b60d979b803b/Screenshot+2023-01-12+145205.png Blog Page - Financial Adviser Movement, Dec 22, 2022 to Jan 12, 2023 - Make it stand out Calendar year 2022 - Top 5 Most and least Growth Licensee Owners Vs Other Licensee Owners https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Financial Adviser Movement, Dec 22, 2022 to Jan 12, 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-dec22-2022- monthly 0.5 2022-12-22 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/cb4eaf27-ebc5-44f0-a4b7-6e0e292678d5/Screenshot+2022-12-22+101559.png Blog Page - Weekly Financial Adviser Movement, Dec 22, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Weekly Financial Adviser Movement, Dec 22, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-dec-15-2022 monthly 0.5 2022-12-15 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/2768cb0f-39cb-4529-9756-45e057452043/Screenshot+2022-12-15+132121.png Blog Page - Weekly Financial Adviser Movement, Dec 15, 2022 - Make it stand out Adviser movement Jan 1 to Dec 15, 2022 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/0b186748-d5f6-43cc-8448-d97c8e71fc34/Screenshot+2022-12-15+132231.png Blog Page - Weekly Financial Adviser Movement, Dec 15, 2022 - Make it stand out Adviser movement Dec 15, 2021 to Dec 15, 2022 - The extra two weeks increase losses by close to 100% https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/9deb657d-957f-441c-82af-df3315df6ec4/Screenshot+2022-12-15+143909.png Blog Page - Weekly Financial Adviser Movement, Dec 15, 2022 - Total Advisers This chart shows the total population of advisers split by state compared to the total population of all residents. VIC has the highest concentration with 28.43% of all advisers but only 25.47% of the Australian population https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/e6a8595a-b8cd-4315-af24-89f11a225c3b/Screenshot+2022-12-15+144003.png Blog Page - Weekly Financial Adviser Movement, Dec 15, 2022 - Advisers - Financial Planning Business Model This model is the largest and has a focus on providing holistic advice. Again, VIC and QLD are overweight and joined by SA. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/00668551-0f61-46f5-ab36-db4b7643241f/Screenshot+2022-12-15+144058.png Blog Page - Weekly Financial Adviser Movement, Dec 15, 2022 - Advisers - Investment Advice Model This business model has a focus on portfolio advice only. There is 1 adviser per 7,605 Victorians and this blows out to 1 to 8,968 in NSW, which may surprise many readers. Tasmania looks out of step with the other states. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Weekly Financial Adviser Movement, Dec 15, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-dec-8 monthly 0.5 2022-12-08 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1670530057721-PYNZSQ6XYFLYY0IC81GN/Screenshot+2022-12-09+070658.png Blog Page - Weekly Financial Adviser Movement, Dec 8, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/eea1c014-6402-419b-ae1d-e7679d7b6f04/Screenshot+2022-12-08+091435.png Blog Page - Weekly Financial Adviser Movement, Dec 8, 2022 - Make it stand out To access the SMSF dashboards in full click on the image https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Weekly Financial Adviser Movement, Dec 8, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-dec-1 monthly 0.5 2022-12-01 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/5e55feb4-1fac-42ff-80fd-efeb5210fbce/Screenshot+2022-12-01+141256.png Blog Page - Weekly Financial Adviser Movement, Dec 1, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/04f19a44-ac22-4d9e-8268-ab28e3725681/Screenshot+2022-12-01+141214.png Blog Page - Weekly Financial Adviser Movement, Dec 1, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/adfdc9e1-90f9-4626-a8ef-e893e78cfed9/Screenshot+2022-12-01+141326.png Blog Page - Weekly Financial Adviser Movement, Dec 1, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/62c1ed8b-518d-47ef-9b74-a1fc6adc4088/SURVEY+Adviser+RTR.png Blog Page - Weekly Financial Adviser Movement, Dec 1, 2022 - Make it stand out To Start The Survey - Click on Image Above https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Weekly Financial Adviser Movement, Dec 1, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-nov-24 monthly 0.5 2022-11-24 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/58182256-e3b1-43fd-b48a-3cffe4e12c9d/Screenshot+2022-11-24+132329.png Blog Page - Weekly Financial Adviser Movement, Nov 24, 2022 - Gender Diversity - Experienced and Provisional Advisers The charts shows that 31.41% of Provisional Advisers are female. compared to 22.31% of all other advisers. Overall, the current split of total advisers is 77.42% male and 22.58% female. Our dashboards provide the options to select different measures including by Licensees https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/e0886c27-fb0e-40f5-a498-e9d58c689c2b/Screenshot+2022-11-24+134129.png Blog Page - Weekly Financial Adviser Movement, Nov 24, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/62c1ed8b-518d-47ef-9b74-a1fc6adc4088/SURVEY+Adviser+RTR.png Blog Page - Weekly Financial Adviser Movement, Nov 24, 2022 - Make it stand out To Start The Survey - Click on Image Above https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Weekly Financial Adviser Movement, Nov 24, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-nov-17-2022 monthly 0.5 2022-11-17 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/2163ba3f-a967-411e-80d0-5b4682fb3164/Screenshot+2022-11-17+140205.png Blog Page - Weekly Financial Adviser Movement, Nov 17, 2022 - Make it stand out Note: Combination of all new entrants for 2022 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/aebf407c-c547-489f-bc94-ba5aee61a1d5/Star+Ratings.png Blog Page - Weekly Financial Adviser Movement, Nov 17, 2022 - Make it stand out Average Star Ratings by Business Model and % of 5 Star Advisers - Dashboard 5B Licensee Deep Dive https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/5f7fc7d3-fd73-4e4c-8df2-80c243cd53d0/Screenshot+2022-11-17+132906.png Blog Page - Weekly Financial Adviser Movement, Nov 17, 2022 - Make it stand out Licensees 5 to 100+ Advisers https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/052060d0-9ce7-4401-99f4-754ab8a5f18f/Small+Licensees+star+ratings.png Blog Page - Weekly Financial Adviser Movement, Nov 17, 2022 - Make it stand out Licensees 1 to 4 Advisers https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Weekly Financial Adviser Movement, Nov 17, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-nov-10-2022 monthly 0.5 2022-11-10 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/bd1f3d8a-e12f-4ae3-83ee-902dfa483a19/Screenshot+Nov+10+replcae.png Blog Page - Weekly Financial Adviser Movement, Nov 10, 2022 - Make it stand out Growth and Losses 2022 YTD https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Weekly Financial Adviser Movement, Nov 10, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/weekly-adviser-numbers-nov-3-2022 monthly 0.5 2022-11-03 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/a775c1ca-0161-4a49-a335-8096eb48102a/Growth+last+12+Months+smaller+firms.png Blog Page - Weekly Financial Adviser Movement, Nov 3, 2022 - Make it stand out Growth Last 12 Months - Licensee Owners 20 to 99 Advisers https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/d9ba01ac-a7ac-4d96-a245-f987c068ea26/Lossess+last+12+month+smaller+firms.png Blog Page - Weekly Financial Adviser Movement, Nov 3, 2022 - Make it stand out Losses Last 12 Months - Licensee Owners 20 to 99 Advisers https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Weekly Financial Adviser Movement, Nov 3, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/weekly-adviser-numbers-oct-27-2022 monthly 0.5 2022-10-27 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/997f692e-0ee2-4180-9f2a-f21bfaf25e56/Screenshot+2022-10-27+134007.png Blog Page - Weekly Financial Adviser Movement, Oct 27, 2022 - Make it stand out Fastest growing licensee owners over the last year. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Weekly Financial Adviser Movement, Oct 27, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/weekly-adviser-numbers-oct-20-2022 monthly 0.5 2022-10-20 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/ffe6ba41-e4f4-4c1f-8acd-02585b378535/Screenshot+2022-10-20+130227.png Blog Page - Weekly Financial Adviser Movement, Oct 20, 2022 - Make it stand out Movement of Advisers by Licensee Owners - Jan 1 to Oct 20, 0222. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Weekly Financial Adviser Movement, Oct 20, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/weekly-adviser-numbers-oct13-2022 monthly 0.5 2022-10-13 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/ab44a595-984e-412e-b851-152785cbe324/Screenshot+2022-10-13+131749.png Blog Page - Weekly Financial Adviser Movement, Oct 13, 2022 - Make it stand out Financial Planning Peer Group - Broken down by licensee band Size https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/edf49609-e552-47e0-98f4-dfdd22d89d23/Screenshot+2022-10-13+132828.png Blog Page - Weekly Financial Adviser Movement, Oct 13, 2022 - Make it stand out Big picture view of movement into small self licensed licensees https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/48ba3fc4-aa2e-4be8-a8d5-96f44c443336/Screenshot+2022-10-13+133740.png Blog Page - Weekly Financial Adviser Movement, Oct 13, 2022 - Make it stand out Movement From Licensee Owners https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/23fb7370-2c35-4c94-a895-11fc1c0d8f50/Screenshot+2022-10-13+134358.png Blog Page - Weekly Financial Adviser Movement, Oct 13, 2022 - Make it stand out Movement From Licensees https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Weekly Financial Adviser Movement, Oct 13, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/weekly-adviser-numbers-oct-6-2022 monthly 0.5 2022-11-17 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/ab44a595-984e-412e-b851-152785cbe324/Screenshot+2022-10-13+131749.png Blog Page - Weekly Financial Adviser Movement, Oct 6, 2022 - Make it stand out Current make up of the Financial Planning Peer Group broken down by size of licensees https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/edf49609-e552-47e0-98f4-dfdd22d89d23/Screenshot+2022-10-13+132828.png Blog Page - Weekly Financial Adviser Movement, Oct 6, 2022 - Make it stand out The chart highlights that 328 Advisers appointed and still current at the small licensees and 314 came directly from other licensees, mostly from licensees attached to large licensee owners. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/00737f39-8037-4cf8-bb70-80e36a66309c/Screenshot+2022-10-13+133740.png Blog Page - Weekly Financial Adviser Movement, Oct 6, 2022 Movement of advisers from Licensee Owners https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/23fb7370-2c35-4c94-a895-11fc1c0d8f50/Screenshot+2022-10-13+134358.png Blog Page - Weekly Financial Adviser Movement, Oct 6, 2022 - Make it stand out Movement of adviser from Licensees https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Weekly Financial Adviser Movement, Oct 6, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/weekly-adviser-numbers-sep-29-2022- monthly 0.5 2022-09-30 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/c791b76f-11ba-4b2b-ab75-bb37d1aee67c/Screenshot+2022-09-29+122935.png Blog Page - Weekly Financial Adviser Movement, Sep 29, 2022 - Make it stand out Data to Sep 29, 2022. Table filtered by largest groups - Users can filter the table along any column. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/6734af42-485f-44ac-bedf-77fc22097ace/Screenshot+2022-09-29+130130.png Blog Page - Weekly Financial Adviser Movement, Sep 29, 2022 - Make it stand out Change of the adviser market for the Financial Planning peer group since Jan 1, 2019 to Sep 29, 2022 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Weekly Financial Adviser Movement, Sep 29, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/weekly-adviser-numbers-sep-22-2022 monthly 0.5 2022-09-26 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/bd44865e-c7bf-437a-a37d-30cebdc4c5d5/Screenshot+2022-09-26+091020.png Blog Page - Weekly Financial Adviser Movement, Sep 22, 2022 - Make it stand out Most % Growth of Licensee Owners with 50 or more Current Advisers since Jan 1 2022. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/23734687-a26b-40f3-ba01-b281946db8f3/Corwen11%21%21 Blog Page - Weekly Financial Adviser Movement, Sep 22, 2022 - Make it stand out Least % Growth of Licensee Owners with 50 or more Current Advisers since Jan 1 2022. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/b23d6a00-5ba6-4725-b90e-3d7f0db9736f/Screenshot+2022-09-26+092512.png Blog Page - Weekly Financial Adviser Movement, Sep 22, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Weekly Financial Adviser Movement, Sep 22, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/weekly-adviser-numbers-sep-15-2022 monthly 0.5 2022-09-26 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/2415c48d-b18e-45e0-a9cf-84b0321d025c/Screenshot+2022-09-15+143222.png Blog Page - Weekly Financial Adviser Movement, Sep 15, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Weekly Financial Adviser Movement, Sep 15, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/weekly-adviser-numbers-sep-8-2022 monthly 0.5 2022-09-14 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/7b6d8756-cd63-4329-a1de-47458837d963/Screenshot+2022-09-08+133917.png Blog Page - Weekly Financial Adviser Movement, Sep 8, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/a19c2266-03a7-4cb2-a92a-b48ab95943db/Screenshot+2022-09-08+135354.png Blog Page - Weekly Financial Adviser Movement, Sep 8, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/68567491-1a71-49c2-b3af-adb34fc669dc/Fin+Newswire+Logo.png Blog Page - Weekly Financial Adviser Movement, Sep 8, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/weekly-adviser-numbers-sep-1-2022 monthly 0.5 2022-09-01 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/357ff87b-4255-453c-815b-8c831d3ea3f8/Screen+Shot+2022-09-01+at+1.12.29+pm.png Blog Page - Weekly Financial Adviser Movement, Sep 1, 2022 - Make it stand out Change in adviser numbers since Jan 1, 2019 to sep 1, 2022 https://wealthdata.com.au/blog-1/financial-adviser-movement-aug-25-2022 monthly 0.5 2022-08-25 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/34b3d0a0-49b8-4415-b98c-2628dc0be90a/Screen+Shot+2022-08-25+at+7.09.09+pm.png Blog Page - Weekly Financial Adviser Movement, August 25, 2022 - Make it stand out Table 1 - All Financial Advisers Aug 25, 2022 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/6ad68a3a-f635-437d-86eb-454b339ddf63/Screen+Shot+2022-08-25+at+7.00.27+pm.png Blog Page - Weekly Financial Adviser Movement, August 25, 2022 - Make it stand out Table 2- Financial Advisers Commenced Pre Jan 1, 2009 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/ef5cfa3a-2cb8-4acf-9dd5-cc582f8b3aef/Screen+Shot+2022-08-25+at+7.10.11+pm.png Blog Page - Weekly Financial Adviser Movement, August 25, 2022 - Make it stand out Table 3 - Financial Advisers Commenced Post Jan 1, 2009 https://wealthdata.com.au/blog-1/new-page-3 monthly 0.5 2022-08-18 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/bcbda5f7-a5da-44de-bd45-39971c4aec2b/Screen+Shot+2022-08-18+at+2.36.18+pm.png Blog Page - Weekly Financial Adviser Movement, August 18, 2022 - Make it stand out This chart has been filtered by highest gains over the last 1 year. The dashboard allows the data to be filtered from high to low and low to high on all columns. https://wealthdata.com.au/blog-1/financial-adviser-movement-august-11-2022 monthly 0.5 2022-08-12 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/55c6d186-4431-49bf-b4f8-5da097508003/Screen+Shot+2022-08-11+at+3.02.34+pm.png Blog Page - Weekly Financial Adviser Movement, August 11, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-august-4-2022 monthly 0.5 2022-08-07 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/e31785df-b706-4ac5-afcb-91a7cf8c6aee/Screen+Shot+2022-08-07+at+3.13.28+pm.png Blog Page - Weekly Financial Adviser Movement, August 4, 2022 - Make it stand out Dashboard 3 - Advisers Fast Fact series of dashboards. https://wealthdata.com.au/blog-1/financial-adviser-movement-july-28-2022 monthly 0.5 2022-07-29 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/d6eddc16-9426-48ff-8494-0d1a59eef068/Screen+Shot+2022-07-29+at+8.54.38+am.png Blog Page - Weekly Financial Adviser Movement, July 28, 2022 - Make it stand out Movement of Advisers from June 1 2022 to July 28, 2022 https://wealthdata.com.au/blog-1/financial-adviser-movement-july-21 monthly 0.5 2022-07-21 https://wealthdata.com.au/blog-1/financial-adviser-movement-july-14 monthly 0.5 2022-07-14 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/8e4fba59-062c-4520-91ad-7cceaa14f420/Screen+Shot+2022-07-14+at+2.05.03+pm.png Blog Page - Weekly Financial Adviser Movement, July 14, 2022 - Make it stand out Highlights Star Average Rating for each sector, memberships and qualifications of all advisers and the overall This is dashboard 4B from our ‘deep dive’ dashboards set. As a user, you can toggle results by state and associations. A further table (not shown here) breaks it down by licensees. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1657087544340-QMXX5LVJSF6H150SBDQZ/4.jpg Blog Page - Weekly Financial Adviser Movement, July 14, 2022 - Find Licensees and Advisers The post highlights tools available to subscribers of our Members Lounge that have been designed to help you find the right licensees and advisers for your business https://wealthdata.com.au/blog-1/financial-adviser-movement-july-7-2022 monthly 0.5 2022-07-07 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/026c4205-b5be-4f80-aa43-95f843fb35a6/Screen+Shot+2022-07-08+at+8.27.07+am.png Blog Page - Weekly Financial Adviser Movement, July 7, 2022 - Make it stand out This highlights last financial year for adviser movement and new / closed licensees https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/0b0e2675-ea11-40e0-97c5-330562ad93b0/Screen+Shot+2022-07-07+at+2.20.55+pm.png Blog Page - Weekly Financial Adviser Movement, July 7, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/9a2ac40b-40a1-4139-a78e-1d517d6868e8/Screen+Shot+2022-07-07+at+2.22.35+pm.png Blog Page - Weekly Financial Adviser Movement, July 7, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1657087544340-QMXX5LVJSF6H150SBDQZ/4.jpg Blog Page - Weekly Financial Adviser Movement, July 7, 2022 - Find Licensees and Advisers The post highlights tools available to subscribers of our Members Lounge that have been designed to help you find the right licensees and advisers for your business https://wealthdata.com.au/blog-1/finding-financial-advisers-made-easy monthly 0.5 2022-07-06 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/471d5ca7-10b7-42bb-bb5e-39553e044e4b/Screen+Shot+2022-07-07+at+8.58.21+am.png Blog Page - Finding Financial Advisers Made Easy - Make it stand out Chart as of Jun 29 2022 - Market share of advisers by size of licensee owners https://wealthdata.com.au/blog-1/financial-adviser-movement-june-30-2022 monthly 0.5 2022-06-30 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/33c68b3b-cb3c-477f-95c7-ed2d42165cf8/Screen+Shot+2022-06-30+at+12.58.01+pm.png Blog Page - Weekly Financial Adviser Movement, June 30, 2022 - Make it stand out How licensee owners fair as we get close to finishing off the 2021/22 financial year. https://wealthdata.com.au/blog-1/financial-adviser-movement-june-23 monthly 0.5 2022-06-23 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/f5db632a-f779-41dc-aa0c-0c0e55b2b6b6/Screen+Shot+2022-06-21+at+9.05.34+am.png Blog Page - Weekly Financial Adviser Movement, June 23, 2022 - Make it stand out Number of SMSFs and Assets per adviser growing rapidly as SMSFs grow and the number of advisers decline. Click image to view all dashboards. https://wealthdata.com.au/blog-1/financial-adviser-movement-june-16-2022 monthly 0.5 2022-06-16 https://wealthdata.com.au/blog-1/financial-adviser-movement-june9-2022 monthly 0.5 2022-06-09 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/3c369021-b4d5-45b5-9556-df75692dc6e1/Screen+Shot+2022-06-09+at+1.41.46+pm.png Blog Page - Weekly Financial Adviser Movement, June 9, 2022 - Make it stand out This table above covers all advice business models. It shows that 63.1% of all advisers have a year commencement date of before 2012. The highest percentage at 67.9% is for the Investment Advice (focus on investments only) and Financial Planning at 66.5%. Accounting - Limited Advice (SMSF Advice) is by far the least experienced at only 12.5%, as most of the advisers in this business model commenced from 2016. Therefore, any benefits for advisers with more than 10 years experience will have little use to this sector of the advice market. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/5dd1c315-6755-4223-80f6-0981baf1ab6f/Screen+Shot+2022-06-09+at+1.47.52+pm.png Blog Page - Weekly Financial Adviser Movement, June 9, 2022 - Make it stand out This table is by the size of licensees and has been filtered for for licensees that are in the Financial Planning Business model. It highlights that 89.4% of advisers in single adviser licensee commenced before 2012. The licensees with between 5 and 9 advisers had the lowest rate at 58.2%. https://wealthdata.com.au/blog-1/financial-adviser-movement-june2-2022 monthly 0.5 2022-06-02 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/98c53b3a-b110-432c-9892-e39d0f408b47/Screen+Shot+2022-06-02+at+2.37.06+pm.png Blog Page - Weekly Financial Adviser Movement, June 2, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-may26-2022 monthly 0.5 2022-05-26 https://wealthdata.com.au/blog-1/financial-adviser-movement-may19-2022 monthly 0.5 2022-05-26 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/c0ef846d-625c-4e9b-8e77-6b63da9c83e8/Screen+Shot+2022-05-19+at+9.54.51+am.png Blog Page - Weekly Financial Adviser Movement, May 19, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/adviser-turnover-by-licensee-owners monthly 0.5 2022-05-18 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1652750191714-X0021LU0KWJVNHK6Z9B1/Screen+Shot+2022-05-17+at+11.04.44+am.png Blog Page - Adviser Turnover By Licensee Owners - Current 5 Largest Licensee Owners Insignia have the highest adviser turnover rate of the big five. Morgans, have easily the lowest turnover rate. The average for this cohort is 29% https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/44d57378-ca3e-41dd-8a80-91264960efc2/Screen+Shot+2022-05-17+at+1.48.48+pm.png Blog Page - Adviser Turnover By Licensee Owners - Appointments and Resignations Morgans, had a low level of appointments. However, their resignation rate was much lower than their peers. https://wealthdata.com.au/blog-1/financial-adviser-movement-may12-2022 monthly 0.5 2022-05-12 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/6faa099d-a2b5-463f-97da-a5538e4c8432/Screen+Shot+2022-05-12+at+2.38.01+pm.png Blog Page - Weekly Financial Adviser Movement, May 12, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1652310803594-4IK5BLRBNS8LGED0DHJS/Advisers+Find+New+Licensee.png Blog Page - Weekly Financial Adviser Movement, May 12, 2022 - Make it stand out Click to See The Post https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1652157376868-PQYL36Y7NY5A3RXEXVMW/Adviser+Referral+tools.png Blog Page - Weekly Financial Adviser Movement, May 12, 2022 - Make it stand out Click To See The Post https://wealthdata.com.au/blog-1/advisers-switch-licensees-or-start-your-own monthly 0.5 2022-05-11 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/c65e9f54-e7d8-464e-923f-37afc6d7b249/Screen+Shot+2022-05-06+at+4.02.59+pm.png Blog Page - Advisers - Switch Licensee or Start Your Own? - Make it stand out Since Jan 1 , 2022 to May 6, 2022 - 294 new licensees have commenced in the Financial Planning (Holistic Advice) sector. The vast majority are small self licensed AFSLs. An additional 27 new licensees that focus on investment advice only, and 31 attached to accounting groups that provide holistic advice. https://wealthdata.com.au/blog-1/how-financial-advisers-can-use-the-members-lounge-tools monthly 0.5 2022-05-11 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/c65e9f54-e7d8-464e-923f-37afc6d7b249/Screen+Shot+2022-05-06+at+4.02.59+pm.png Blog Page - Financial Advisers - Find New Referral Opportunities - Make it stand out Table above highlights the closure of 263 Accounting - Limited Advice licensees and resulting loss of advisers. Currently, there are some 303 Licensees across the Accounting - Limited Advice (SMSF) sector with 299 licensees operating with less than 10 advisers. If you want to access the ‘closed licensees’ - contact us directly https://wealthdata.com.au/blog-1/financial-adviser-movement-may5-2022 monthly 0.5 2022-05-05 https://wealthdata.com.au/blog-1/financial-adviser-movement-april28 monthly 0.5 2022-05-05 https://wealthdata.com.au/blog-1/advisers-that-switched monthly 0.5 2022-04-28 https://wealthdata.com.au/blog-1/financial-adviser-movement-april21-2022 monthly 0.5 2022-04-22 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/b40f7808-7122-44de-9e0d-21d392552bbb/Screen+Shot+2022-04-21+at+1.55.15+pm.png Blog Page - Weekly Financial Adviser Movement, April 21, 2022 - Make it stand out Left chart shows the Licensee Owners with most growth YTD and Right chart highlights the lowest growth. https://wealthdata.com.au/blog-1/smsf-analysis-by-adviser monthly 0.5 2022-05-02 https://wealthdata.com.au/blog-1/financial-adviser-movement-april-14-2022 monthly 0.5 2022-04-21 https://wealthdata.com.au/blog-1/star-ratings-how-to-use-it monthly 0.5 2022-04-14 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/8fd329ad-7f90-4eac-8735-abdc0a0479e0/Screen+Shot+2022-04-13+at+3.05.16+pm.png Blog Page - Adviser and Licensee Star Ratings - Make it stand out This chart highlights that before any filters are applied, the the Super Fund Business Model scores the highest Star Rating at 3.18 and 22% of the advisers are ‘5 Star Advisers’. Financial Planning at 3.10 with 1,035 5 Star Advisers or 9%. Accounting - Limited Advice has the lowest score driven by so many advisers with less than 10 years experience, with many joining from 2016 onwards via a restricted SMSF AFSL. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/e40eaf6e-acd1-42c0-a5aa-de8c6c767a5c/Screen+Shot+2022-04-13+at+3.11.45+pm.png Blog Page - Adviser and Licensee Star Ratings - Make it stand out Top 5 licensees for Financial Planning model with 100 or more advisers. The top 5 shown are long standing licensees with a good mix of experience with scores above the benchmark for this grouping at 3.18. Note: We do have a breakdown at Dashboard 4, showing how they all ranked in key measures such as experience and qualifications. The lowest 3 scores (not shown) were 2.28, 2.89 and 2.99 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/490aec0a-7995-4a3a-88e2-b5679846f965/Screen+Shot+2022-04-13+at+3.31.10+pm.png Blog Page - Adviser and Licensee Star Ratings - Make it stand out This chart above from Dashboard 5B Licensee Deep Dive simply shows the breakdown of the percentage of advisers per Star Rating - Shadforths, has the most 5 Star Advisers. By viewing Dashboard 4 (Not shown here), we do see that average years experience at Shadforths is below 3 of the other 4 licensees. Where Shadforths performs well is with higher qualification rates and memberships of advice associations. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/2ef42ff0-c2d5-4b74-a60a-0aa48975ab5d/Screen+Shot+2022-04-11+at+5.12.39+pm.png Blog Page - Adviser and Licensee Star Ratings - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/ada7ae29-f039-429f-b491-716684917469/Screen+Shot+2022-04-11+at+5.23.34+pm.png Blog Page - Adviser and Licensee Star Ratings - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-april-7-2022 monthly 0.5 2022-04-07 https://wealthdata.com.au/blog-1/financial-adviser-movement-march31-2022 monthly 0.5 2022-04-06 https://wealthdata.com.au/blog-1/financial-adviser-movement-march24-2022 monthly 0.5 2022-03-31 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/5d4b0d37-d3a1-4a86-9482-6d154b19e32c/Screen+Shot+2022-03-24+at+2.27.07+pm.png Blog Page - Weekly Financial Adviser Movement - Mar 24, 2022 - Make it stand out Chart highlighting the ‘Contestable Market’ for Investments across the Financial Adviser market https://wealthdata.com.au/blog-1/financial-adviser-movement-march-17-2022 monthly 0.5 2022-03-17 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/b4c1fd4b-da79-4f94-be54-87b1d5f15726/Screen+Shot+2022-03-17+at+12.46.51+pm.png Blog Page - Weekly Financial Adviser Movement - Mar 17, 2022 - Make it stand out WT Financial Group Jump To Third Largest For Number of Financial Advisers https://wealthdata.com.au/blog-1/financial-adviser-movement-march-10-2022 monthly 0.5 2022-03-17 https://wealthdata.com.au/blog-1/financial-adviser-movement-feb-24-2022-gsl6g monthly 0.5 2022-03-10 https://wealthdata.com.au/blog-1/financial-adviser-movement-feb-24-2022 monthly 0.5 2022-03-03 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/f9742f8a-32f3-4a33-b3c2-058818bf1089/Screen+Shot+2022-02-24+at+12.47.24+pm.png Blog Page - Weekly Financial Adviser Movement - Feb 24, 2022 - Make it stand out The Financial Planning Peer Group (offers holistic advice) is growing YTD at plus 9. https://wealthdata.com.au/blog-1/financial-adviser-movement-feb-17-2022 monthly 0.5 2022-02-24 https://wealthdata.com.au/blog-1/financial-adviser-movement-feb-10-2022 monthly 0.5 2022-02-17 https://wealthdata.com.au/blog-1/financial-adviser-movement-feb-3 monthly 0.5 2022-02-10 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/105035af-60ba-40ba-bf01-f600f727a702/Screen+Shot+2022-02-03+at+1.49.01+pm.png Blog Page - Weekly Financial Adviser Movement - Feb 3, 2022 - Make it stand out Top chart is by Business Model types and bottom chart by licensees listed as largest to smallest. https://wealthdata.com.au/blog-1/financial-adviser-movement-jan-27-2022 monthly 0.5 2022-02-03 https://wealthdata.com.au/blog-1/financial-adviser-movement-jan-20-2022 monthly 0.5 2022-01-27 https://wealthdata.com.au/blog-1/financial-adviser-movement-jan-13-2022 monthly 0.5 2022-01-20 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/6d26f0b6-01e0-4c54-ba4a-290dcbc90712/Screen+Shot+2022-01-14+at+10.00.50+am.png Blog Page - Financial Adviser Movement - Dec 23, 2021 to Jan 13, 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/weekly-financial-adviser-movement-dec-16-2021 monthly 0.5 2022-01-13 https://wealthdata.com.au/blog-1/fasea-wrap-up-for-2021 monthly 0.5 2021-12-16 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/ee224aa5-8633-491b-927f-1d00b24a8eed/Screen+Shot+2021-12-14+at+3.53.14+pm.png Blog Page - FASEA Exam Wrap For 2021 - Table 1 This Table highlights the current state of play, highlighting those who have passed the exam and current on the ASIC FAR https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/86152bd2-0dc8-40f4-b8e2-cc0526fedbf6/Screen+Shot+2021-12-13+at+4.46.46+pm.png Blog Page - FASEA Exam Wrap For 2021 Table 2 Our estimates for the number of advisers failing twice and current on the ASIC FAR https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/e47acea4-3e02-4ada-a4c5-e87302743370/Screen+Shot+2021-12-13+at+4.54.02+pm.png Blog Page - FASEA Exam Wrap For 2021 - Table 3 Estimate to the number of advisers that will be on the ASIC FAR in Jan 2022 https://wealthdata.com.au/blog-1/weekly-financial-adviser-movement-dec-9 monthly 0.5 2021-12-16 https://wealthdata.com.au/blog-1/weekly-financial-adviser-movement-dec-2 monthly 0.5 2021-12-09 https://wealthdata.com.au/blog-1/weekly-financial-adviser-movement-nov-25 monthly 0.5 2021-12-02 https://wealthdata.com.au/blog-1/weekly-financial-adviser-movement-nov-18 monthly 0.5 2021-11-25 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/fc62ddc0-12e8-4965-bb45-0f1fff705851/Screen+Shot+2021-11-18+at+4.25.19+pm.png Blog Page - Weekly Financial Adviser Movement, Nov 18, 2021 - Average Scores of Advisers Across 2 peer Groups - Financial Planning and Accounting Financial Planning Average scores of advisers in different sized licensees for the Financial Planning and Accounting - Financial Planning peer groups that identify as offering holistic advice. https://wealthdata.com.au/blog-1/weekly-financial-adviser-movement-nov-11-2021 monthly 0.5 2021-11-18 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/01d0a217-bfe5-4368-b09b-28f6f7fc85fb/Screen+Shot+2021-11-11+at+2.41.15+pm.png Blog Page - Weekly Financial Adviser Movement, Nov 11, 2021 - Make it stand out Number of Advisers and how many can offer certain services / products. ‘Count’ indicates number of advisers who can offer at least one product. The reminder are the number of advisers who can offer a mix of products. https://wealthdata.com.au/blog-1/weekly-adviser-movement-november-4-2021 monthly 0.5 2021-11-04 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/37bf6e1d-9729-4e8a-a4fb-91c72ef0425f/Screen+Shot+2021-11-04+at+12.03.17+pm.png Blog Page - Weekly Financial Adviser Movement November 4, 2021 - 1 - YTD Movement Of All Advisers https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1635987893026-SLNIFHPLZDUASHSDRIUV/Screen+Shot+2021-11-04+at+12.02.17+pm.png Blog Page - Weekly Financial Adviser Movement November 4, 2021 - 2 - YTD Movement Advisers Excluding licensees at IOOF, AMP, NTAA, Easton and Synchron. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1635987931672-FEP0NI6RLJ38XQYC7HIT/Screen+Shot+2021-11-04+at+12.01.33+pm.png Blog Page - Weekly Financial Adviser Movement November 4, 2021 - 3 - YTD Adviser Movement Licensees at IOOF, AMP, NTAA, Easton and Synchron. https://wealthdata.com.au/blog-1/weekly-adviser-movement-october-21-2021-2wrpz monthly 0.5 2021-11-03 https://wealthdata.com.au/blog-1/weekly-adviser-movement-october-21-2021 monthly 0.5 2021-10-28 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1634783965674-P7SL38Q64KMP2XT62AHL/Screen+Shot+2021-10-21+at+1.39.04+pm.png Blog Page - Weekly Financial Adviser Movement October 21, 2021 - Make it stand out Breakdown by peer groups. Last 2 rows highlight new and closed licensees since Jan 1, 2020 https://wealthdata.com.au/blog-1/weekly-adviser-movement-october-14-2021 monthly 0.5 2021-10-20 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1634185879684-LZHQB362A217JWKNA17V/Screen+Shot+2021-10-14+at+3.31.00+pm.png Blog Page - Weekly Financial Adviser Movement October 14, 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/weekly-adviser-movement-october-7-2021 monthly 0.5 2021-10-14 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1633576741268-7T0UUAS46NLT8GQR9ERA/Screen+Shot+2021-10-07+at+2.18.43+pm.png Blog Page - Weekly Financial Adviser Movement October 7, 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1633576982453-2NJEMXZVBAWRQ3IRH69Z/Screen+Shot+2021-10-07+at+2.22.44+pm.png Blog Page - Weekly Financial Adviser Movement October 7, 2021 - Make it stand out Only peer groups with growth shown https://wealthdata.com.au/blog-1/weekly-adviser-movement-sep30-2021 monthly 0.5 2021-10-07 https://wealthdata.com.au/blog-1/weekly-adviser-movement-sep23-2021 monthly 0.5 2021-09-30 https://wealthdata.com.au/blog-1/weekly-adviser-movement-sep16-2021 monthly 0.5 2021-09-23 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1631765402665-7EAD73OT9JABZD52DA5T/Screen+Shot+2021-09-16+at+2.08.52+pm.png Blog Page - Weekly Financial Adviser Movement To Sep 16, 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1631765463321-05JNZD3MH77SCHEEDMYJ/Screen+Shot+2021-09-16+at+2.09.27+pm.png Blog Page - Weekly Financial Adviser Movement To Sep 16, 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/weekly-adviser-movement-sep-9-2021 monthly 0.5 2021-09-16 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1631160771231-FODCM2A79HTE7YS7CT7E/Screen+Shot+2021-09-09+at+2.11.41+pm.png Blog Page - Weekly Financial Adviser Movement To Sep 9, 2021 - Make it stand out Combined, the three groups are down (-861) roles or (-20.33%) for YTD, Sep 9 2021 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1631160969459-65V8O17C7PTQRYUQFML9/Screen+Shot+2021-09-09+at+2.15.34+pm.png Blog Page - Weekly Financial Adviser Movement To Sep 9, 2021 - Make it stand out The loss of adviser roles excluding the three largest groups was (-788) roles or (-4.71%). Total net losses YTD is (-1,649) and the top 3 groups have lost (-861) roles or 52% of the total. https://wealthdata.com.au/blog-1/weekly-adviser-movement-sep-1-2021 monthly 0.5 2021-09-09 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1630559901109-ZALR64SZZXIFQLNNTB1E/Screen+Shot+2021-09-02+at+3.17.35+pm.png Blog Page - Weekly Financial Adviser Movement To Sep 2, 2021 - Breakdown of FASEA Exam Results The data shows that only 39% of those re-sitting the FASEA Exam passed. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1630561683500-47ML4ZJ7A0YE8KEVMKW9/Screen+Shot+2021-09-02+at+3.47.40+pm.png Blog Page - Weekly Financial Adviser Movement To Sep 2, 2021 https://wealthdata.com.au/blog-1/weekly-adviser-movement-aug26-2021-pfypr monthly 0.5 2021-09-02 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1629949949664-4TRVOWGTYBYIU363L74C/Screen+Shot+2021-08-26+at+1.52.07+pm.png Blog Page - Weekly Financial Adviser Movement To August 26, 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/weekly-adviser-movement-aug19-2021 monthly 0.5 2021-08-26 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1629346538505-Q6J8HSWFMFIRJCEL307F/Screen+Shot+2021-08-19+at+2.14.55+pm.png Blog Page - Weekly Financial Adviser Movement To August 19, 2021 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1629346552742-HTODE8A6BTHNSK31HU1Y/Screen+Shot+2021-08-19+at+2.13.27+pm.png Blog Page - Weekly Financial Adviser Movement To August 19, 2021 https://wealthdata.com.au/blog-1/weekly-adviser-movement-aug12-2021 monthly 0.5 2021-08-19 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1628746598970-CX5HADHD3MF5143E21TZ/Screen+Shot+2021-08-12+at+3.35.51+pm.png Blog Page - Weekly Financial Adviser Movement To August 12, 2021 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1628746615060-WL9FEH7G4NKOH88GIEKB/Screen+Shot+2021-08-12+at+3.36.06+pm.png Blog Page - Weekly Financial Adviser Movement To August 12, 2021 https://wealthdata.com.au/blog-1/weekly-adviser-movement-aug-5-2021 monthly 0.5 2021-08-12 https://wealthdata.com.au/blog-1/weekly-adviser-movement-jul-29-2021 monthly 0.5 2021-08-05 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1627535554289-QLZ2UT900V78UMK84UK9/Screen+Shot+2021-07-29+at+3.09.15+pm.png Blog Page - Weekly Financial Adviser Movement To July 29, 2021 - Make it stand out The chart highlights known FASEA Exam pass results and our estimate following exam pass results for May 2021.. Note: Not all exam passes are published. Our estimate is that 1,311 Advisers have passed the exam but are not currently practicing as an adviser. https://wealthdata.com.au/blog-1/weekly-adviser-movement-jul-22-2021 monthly 0.5 2021-07-29 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1626930400817-1RPB7BJ7Q4J3G5K2UH3Q/Screen+Shot+2021-07-22+at+3.06.17+pm.png Blog Page - Weekly Financial Adviser Movement To July 22, 2021 Year Adviser Commenced https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1626927878428-0U48ZHMHTXAB4FQPEZXY/Screen+Shot+2021-07-22+at+2.22.58+pm.png Blog Page - Weekly Financial Adviser Movement To July 22, 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/weekly-adviser-movement-jul15-2021 monthly 0.5 2021-07-22 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1626323881479-8WEW7E8B677L8HSJNEMD/Screen+Shot+2021-07-15+at+1.52.40+pm.png Blog Page - Weekly Financial Adviser Movement To July 15, 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1626323998770-V171WLSJ22K38QG782ST/Screen+Shot+2021-07-15+at+2.39.41+pm.png Blog Page - Weekly Financial Adviser Movement To July 15, 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/weekly-adviser-movement-jul-8-2021 monthly 0.5 2021-07-15 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1625716281019-MRXP6VE7N4C8MMB026MI/Screen+Shot+2021-07-08+at+1.49.26+pm.png Blog Page - Weekly Financial Adviser Movement To July 8, 2021 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1625716295819-V522E84FN7Z6HH8W78W9/Screen+Shot+2021-07-08+at+1.49.39+pm.png Blog Page - Weekly Financial Adviser Movement To July 8, 2021 https://wealthdata.com.au/blog-1/weekly-adviser-movement-jul-1-2021 monthly 0.5 2021-07-08 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1625120232302-PTXZVXO0SGHJYX7KILAA/Screen+Shot+2021-07-01+at+4.16.49+pm.png Blog Page - Weekly Financial Adviser Movement To July 1, 2021 - Major Losses of the week by Licensee Owners Licensees associated with Accountants have proportionately suffered the biggest losses For more details see Dashboard 1B. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1625108703955-HZAFGXOTDA1OVUMH0TVU/Screen+Shot+2021-07-01+at+1.04.21+pm.png Blog Page - Weekly Financial Adviser Movement To July 1, 2021 - Make it stand out How the different Peer groups faired for the Financial Year - Dashboard 3 details Peer Group Licensees. https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1625111237966-6J7LHGLBFFMR60FFEOT0/Screen+Shot+2021-07-01+at+1.47.04+pm.png Blog Page - Weekly Financial Adviser Movement To July 1, 2021 - Make it stand out Dashboard 7 - Note: The growth of Advisers back in 2016 can be mostly attributed to Accounting firms coming on board and the large gain in quarter 4, 2018 was due to FASEA - A big advantage for Advisers to be on the FAR prior to the end of 2018. https://wealthdata.com.au/blog-1/weekly-adviser-movement-june24-2021 monthly 0.5 2021-07-01 https://wealthdata.com.au/blog-1/weekly-adviser-movement-june17 monthly 0.5 2021-06-24 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1623927987887-6B1UXQDU02BXKR52PUBF/Screen+Shot+2021-06-17+at+9.06.04+pm.png Blog Page - Weekly Financial Adviser Movement To June 17, 2021 - Growth This Year This image is from Dashboard 4, with a start date on Jan 1, 2021. It shows the number of Advisers at the start of the year 234, appointments, resignations, net change and current roles as of today 222. https://wealthdata.com.au/blog-1/weekly-adviser-movement-june10-2021 monthly 0.5 2021-06-17 https://wealthdata.com.au/blog-1/weekly-movement-of-financial-advisers-to-june-3-2021 monthly 0.5 2021-06-03 https://wealthdata.com.au/blog-1/fasea-pass-rates-known-and-forecast-results-by-peer-groups monthly 0.5 2021-06-04 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1622594369065-K2ZMRQM067PVYQAAJP17/Screen+Shot+2021-06-02+at+10.37.48+am.png Blog Page - FASEA Pass Rates - Known and Forecast Results By Peer Groups - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://wealthdata.com.au/blog-1/financial-adviser-movement-weekly-update-to-may-27-2021 monthly 0.5 2021-05-27 https://wealthdata.com.au/blog-1/weekly-financial-adviser-movement-to-may-20-2021 monthly 0.5 2021-05-20 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https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1616110337394-OXP79LLCCUF0G2YB7P2X/Screen+Shot+2021-03-19+at+10.26.48+am.png Blog Page - Adviser Movement To March 18, 2021 New Dashboard 18 - Membership of Associations https://wealthdata.com.au/blog-1/financial-adviser-movement-to-march-11-2021-reported-qualifications monthly 0.5 2021-03-12 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1615423242257-AM0TFXERQVCVWD6E6YAH/Screen+Shot+2021-03-11+at+11.40.14+am.png Blog Page - Financial Adviser Movement To March 11, 2021 and Reported Qualifications Dashboard 16 - Adviser Qualifications (AFSLS with 20 or more Current Advisers) https://wealthdata.com.au/blog-1/financial-adviser-movement-march-4-2021 monthly 0.5 2021-03-04 https://images.squarespace-cdn.com/content/v1/524e2acfe4b0db2f799d8348/1614893972884-X9QXYYZMUX0T9EUBY028/Screen+Shot+2021-03-05+at+8.38.26+am.png Blog Page - Financial Adviser Movement - March 4, 2021 Dashboard 8 - Modify as 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