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COLIN WILLIAMS
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. ...
Financial planning
Wealth Data’s Colin Williams expects financial advice licensees recommencing to be a common trend throughout this year, as nine licensees have restarted over the past fou...
Financial planning
Wealth Data’s Colin Williams and the Financial Services Council’s CEO Blake Briggs are among industry commentators who have shared their insights into the impact of the H...
Financial planning
The number of advisers who have joined since the start of the year has risen to 24, according to Wealth Data....
Financial planning
Adviser numbers are off to a good start for 2024 with double-digit gains for the first two weeks of the year, according to Wealth Data....
Financial planning
Money Management reviews the total number of financial advisers active with appointments or resignations throughout November, as Wealth Data reports another 75 changing l...
Financial planning
Macquarie Group’s releasing of nine financial advisers has driven double-digit losses for the industry this week, Wealth Data finds. ...
People & Products
The tripartite deal between Fortnum and AZ Next Generation Advisory, announced earlier this week, to acquire the financial advice arm of Australian Unity is a “reasonable...
Financial planning
Six new financial advice licensees have begun operations in the past week and zero ceased, Wealth Data reveals, with more than 100 licensee owners commencing in 2023 alon...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...