adviser exits

Financial planning

‘No excuse’ for higher adviser exits: Wealth Data

Wealth Data founder Colin Williams believes legislative changes mean there is ‘no excuse’ for further financial adviser declines as the number of new entrants struggle to...

Financial planning

Count-Diverger see adviser losses ahead of merger

Losses at Count and Diverger, which are set to merge in March, have wiped out the double-digit adviser gains seen last week. ...

Financial planning

5 takeaways from a year of adviser movements

Money Management has collated five key takeaways from the Wealth Data weekly adviser movements over the last 12 months including the biggest month for departures and stat...

Financial planning

Qld adviser targets younger entrants to industry

A Queensland-based financial planning firm is aiming to boost the industry’s longevity with a number of initiatives aimed at attracting younger entrants....

Financial planning

Back Office Hero launches 'sale ready' program

The rise in financial planners selling their business after the Royal Commission has led to a financial planning consultancy firm to launch an ‘exit strategy’ program....

Financial planning

IOOF dismisses $1.3b outflows as advisers exit

IOOF chief executive, Renato Mota, has downplayed the impacts of advisers who have exited....

Financial planning

Are adviser exits beginning to slow?

New data shows that financial planners are continuing to exit the industry but that the rate at which they are leaving is slower than for the same period last year....