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COLIN WILLIAMS
Financial planning
The financial planning-accounting business model is the only one to have seen growth in its adviser numbers since 1 July 2022, according to Wealth Data....
Financial planning
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
Wealth Data has shared how many advisers left the industry in the last financial year and how they compare to the previous financial year....
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
The number of advisers who have ceased during 2023 is at 365, more than double the new entrants over the same period, and could approach 900 by the end of the year if the...
Financial planning
There has been a net gain of 15 advisers joining the industry this week, including nine new entrants following their exam pass. ...
Financial planning
A Victoria-based licensee has reported the highest volume of adviser growth since the start of the year, according to Wealth Data....
Financial planning
Wealth Data’s key adviser movements reported no net change of advisers in the week up to 16 March. ...
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
Over 230 new entrants have appeared on the Financial Adviser Register since 1 July 2022 with their numbers cited as a key strategy for licensee growth....
Financial planning
A boost of 14 advisers joining the new Zurich Assure AFSL has contributed to positive net growth in adviser numbers....
Financial planning
Wealth Data has revealed a “disappointing” double-digit loss in advisers to start February after a positive January....
Financial planning
Wealth Data has revealed the total number of advisers, and their sectors, who left during 2022. ...
Financial planning
Wealth Data has noted the strength of new entrants who have joined the industry in the second half of the year, as 23 provisional advisers join this week....
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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...