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COLIN WILLIAMS
Financial planning
Despite concerns about 2024 being a weaker year for adviser growth, the net gains for the financial year to date are exactly in line with the same time last year, althoug...
Financial planning
With the previous financial year behind us, Wealth Data has unveiled the top 10 financial advice licensees in terms of adviser gains and declines over the 12-month period...
Financial planning
Financial adviser numbers have gained headway this week, Wealth Data reports, marking a departure from six consecutive weeks of losses. ...
Financial planning
The 2024 calendar year is now expected to report bigger losses than 2023, despite a strong start, as the last two weeks of June have seen heavy triple-digit adviser losse...
Financial planning
Financial adviser losses this week are 10 times higher than those of the previous week, as many look to switch licensees before the end of the financial year. ...
Financial planning
There have been four consecutive weeks of adviser declines as eight financial advisers depart the profession this week, with the majority leaving from Count....
Financial planning
As YTD financial adviser growth approaches parity with 2023, Wealth Data’s Colin Williams is optimistic that adviser losses will be less severe than 2024 due to increasin...
Financial planning
With the highest number of candidates in a year sitting the latest financial advice exam, a surge of new entrants are expected in the coming weeks, according to Wealth Da...
Financial planning
With a weekly loss of 14 advisers led by declines at Count Financial, the financial advice industry has fallen below the 15,600 line....
Financial planning
Wealth Data’s Colin Williams believes the idea of four financial advice firms failing per year, as put forward in CSLR estimates, is too low an estimate....
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
Looking at which licensees are seeing the fastest growth over the six months, Wealth Data says there are three firms that stand out amid falling numbers....
Financial planning
After initial strong growth in the first few weeks of the year, there have now been five consecutive weeks of decline or no growth in adviser numbers, according to Wealth...
Financial planning
Sequoia has seen a net loss of seven advisers this week, with Wealth Data founder Colin Williams describing it as a “rare” occurrence given the group’s strong growth in 2...
Financial planning
A licensee saw a drop of more than 20 advisers this week, according to Wealth Data, while there were six new entrants. ...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...