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ADVISER MOVEMENT

Financial planning

After seven weeks of strong growth, Wealth Data analysis shows financial adviser gains are now tapering off and returning to a regular pace....

Financial planning

With an increase of 25 advisers since the start of the year, Wealth Data has identified the licensee seeing the largest organic adviser growth. ...

Financial planning

Following a loss of 23 advisers over the last two weeks, the licensee’s current adviser numbers sit at just 20 compared to more than 120 in 2019, Wealth Data reports....

Financial planning

Going into the end of the financial year, adviser movements remain disappointing with a large loss of 46 advisers for the week, according to Wealth Data....

Financial planning

With recent data finding female advisers represent just 23% of total advisers, Wealth Data has revealed which advice models attract the most women. ...

Financial planning

The adviser market seemed to be stabilising for the first time in many years, with no new licensees commencing or closing in the week to 2 March. ...

Financial planning

The latest data from the Australian Securities and Investments Commissions’ Financial Adviser Register has shown that the total net loss of adviser roles of 2,433 for the...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago