WEALTH DATA

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

There were over 350 new entrants who came on board during 2022, according to Wealth Data, as the industry seeks to grow to counter the adviser exodus. ...

Financial planning

Wealth Data has revealed the total number of advisers, and their sectors, who left during 2022. ...

Financial planning

Adviser losses have dramatically slowed this year compared to the start of 2022 when there was a net loss of more than 1,700 advisers. ...

Financial planning

In a year of bannings, regulatory legislation and financial services reviews, Money Management collates the top 10 stories this year....

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....

Financial planning

There has been the highest number of provisional advisers joining the industry since September with double-digit advisers joining following the results of the November ad...

Financial planning

Population growth combined with a shrinking number of advisers means there has been a 74% rise in potential clients available per adviser, while total superannuation per ...

Financial planning

There are concerns regarding registrations on the Financial Advisers Register as smaller licensees close with backdated resignation dates. ...

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Financial planning

There is only one licensee group which is showing positive movement over the last 12 months, according to WealthData, while Insignia has taken the lead in hiring provisio...

Financial planning

There have been 355 new entrants to the financial advice industry so far this year, a number equivalent to the third-largest licensee. ...

Financial planning

There has been a steadying of adviser numbers this week as it reports gains following initial high numbers of exits after the financial adviser exam deadline....

Financial planning

There was a net negative change of 16 advisers last week, up from five in the previous week....

Financial planning

There has been a slowdown in the growth of provisional advisers this week following several weeks of double-digit growth, according to data from Wealth Data....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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