adviser exits

Financial planning

Preparing an advice practice for sale in a ‘buyer’s market’

With a large group of advisers expecting to exit before the 2026 education deadline, an industry expert shares how these practices can best prepare themselves for sale to...

Financial planning

‘Great loss of experience’: 1k advisers forecast to exit by 2026

As the 1 January 2026 education deadline looms, the FAAA is predicting as many as 1,000 advisers could exit the profession, triggering a significant experience loss for t...

Financial planning

Which licensees are leading FY26 gains?

One advice licensee has been identified as a leader in gains for the new financial year, having gained 16 advisers over the last four weeks, while two others have also se...

Financial planning

Double-digit gains help recover FY25 losses

Adviser losses look to be slowing down after the EOFY, with FY26 adviser gains now almost balancing out the losses from the previous financial year. ...

Financial planning

EOFY brings ‘bloodbath’ of adviser losses

Adviser losses for the end of June have come in 143 per cent higher than the same period last year, and bring the total June loss to over 350. ...

Financial planning

How to prevent young adviser exodus

Two advice professionals have discussed why three-quarters of advisers looking to leave the industry in the next 12 months are under 40, and what can be done....

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....