WEALTH DATA
Financial planning
Over 600 AFSLs – a third of the total number – are operating with just one adviser, according to Wealth Data, reflecting the rise of self-licensing....
Financial planning
The profession is up by almost 200 advisers for the new financial year, with August continuing the consistent weekly positive gains. ...
Financial planning
With the final tally for FY25 now confirmed, how many advisers left during the financial year and how does it compare to the previous year?...
Financial planning
The 2025 calendar year has already seen 18 advisers banned or disqualified by ASIC, and if this trend continues, the count could exceed the royal commission era record of...
Financial planning
One advice licensee has been identified as a leader in gains for the new financial year, having gained 16 advisers over the last four weeks, while two others have also se...
Financial planning
Adviser losses look to be slowing down after the EOFY, with FY26 adviser gains now almost balancing out the losses from the previous financial year. ...
Funds management
Financial research firm Wealth Data, which publishes the weekly financial adviser numbers, has been sold to fintech firm Padua Solutions....
Financial planning
The new financial year has got off to a strong start in adviser gains, helped by new entrants, after heavy losses sustained in June....
Financial planning
Financial year losses of limited advice advisers could mean the sector is “dead in the water” going forward after a continuous decline. ...
Financial planning
Adviser losses for the end of June have come in 143 per cent higher than the same period last year, and bring the total June loss to over 350. ...
Financial planning
After a brutal month for adviser numbers, the net loss for June now stands at more than 100 advisers, but the financial year is still on track to end in positive territor...
Financial planning
With adviser losses set to continue, Wealth Data founder Colin Williams has detailed which business model is likely to drive the exodus. ...
Financial planning
Adviser losses this week are quadruple the same period a year ago, with the industry falling into negative territory for the last 12 months. ...
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. ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...