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WEALTH DATA
Financial planning
In the run-up to heavy losses expected at the end of the financial year, June has already reported consecutive weeks of adviser losses....
Financial planning
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
Financial planning
The days of financial advisers being “all things to all people” are behind us, according to this founder, as the cost to serve passes $4,000....
Financial planning
With only one month to go until the end of the financial year, are current adviser numbers on track to report a gain for 2024–25?...
Financial planning
The financial advice profession has enjoyed a recovery this week as numbers surpassed 15,600 yet again, following the largest decline in the calendar YTD last week....
Financial planning
Financial advice business models focused on holistic and investment advice have grown by just 2 per cent so far this financial year, according to Wealth Data....
Financial planning
Adviser numbers have experienced their largest weekly loss year-to-date this week, doubling that of the previous week....
Financial planning
There have been strong numbers of returning advisers this year so far, according to Wealth Data, already surpassing the same period for 2024....
Financial planning
The month of April enjoyed four back-to-back weeks of growth in financial adviser numbers, with this past week seeing a net rise of five....
Financial planning
With the federal election just days away, how have adviser numbers changed over the last three years of the Labor government?...
Financial planning
The financial advice industry has enjoyed another week of strong new entrant numbers, totalling nearly 40 for the past fortnight, thanks to the latest exam passes....
Financial planning
The positive results of the latest financial adviser exam have helped the advice profession reach 15,600 yet again, according to Wealth Data analysis....
Financial planning
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period....
Financial planning
The financial advice industry has seen a net loss after 10 consecutive weeks of net growth in adviser numbers, according to Wealth Data....
Financial planning
Centrepoint Alliance is among this week’s largest adviser gains, with the licensee gaining multiple advisers from its rival Sequoia....
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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...