WEALTH DATA

Financial planning

Two firms have been identified as leaders in adviser growth year to date but their gains are dwarfed by adviser losses from large groups. ...

Financial planning

Fears of a third week of triple-digit falls have been dispelled after the industry reported net positive change this week....

Financial planning

The Quality of Advice Review could see banks re-enter the advice market if steps are taken to make advice easier to give....

Financial planning

The industry has reported one of its largest-ever weekly falls as the number of advisers falls below 16,000 for the first time....

Financial planning

There was a triple-digit loss of advisers this week as many who had failed to pass the adviser exam by the 30 September deadline came off the Financial Advisers Register....

Financial planning

The number of advisers at AMP is approaching less than 1,000, compared to over 2,600 at the start of 2019....

Financial planning

In the financial year to date, there has been a net gain of 130 advisers compared to growth of zero at the same time last year....

Financial planning

The number of advisers has grown this week, ending six consecutive weeks of adviser losses, while there were record numbers of provisional advisers joining the industry....

The financial advice profession has fallen by four to 16,394 with the financial year still looking strong, adding 152 compared to 76 for the corresponding period last yea...

The financial advice profession has fallen by four to 16,394 with the financial year still looking strong, adding 152 compared to 76 for the corresponding period last yea...

Financial planning

The financial advice profession has fallen by four to 16,394 with the financial year still looking strong, adding 152 compared to 76 for the corresponding period last yea...

Financial planning

The financial advice industry has declined by eight advisers to 16,400 this week with the financial year still looking strong, up 150 compared to 82 for the corresponding...

Financial planning

The financial advice profession has lost 24 advisers, the first big negative week for the new financial year....

Financial planning

The financial advice industry has seen its first negative week of losses for the financial year, losing five, although the net gain for the year is still solid at 174, ac...

Financial planning

The number of financial advisers has grown for the third week in a row, bringing the total growth for the financial year to date to 170, according to Wealth Data....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 month 1 week ago

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

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

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

6 days 19 hours ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 1 day ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

2 weeks 6 days ago
moneymanagement logo