WEALTH DATA
Financial planning
The number of advisers has fallen by 29 from 17,173 to 17,144, according to Wealth Data, while no new licensees were established....
Financial planning
The number of advisers in the profession has fallen after an uptick prompted by exam passes, with this week’s losses mainly driven by Insignia and AMP, according to Wealt...
Adviser numbers this week have seen a slight uptick to 17,197 with a positive net change of four advisers, largely driven by nine new provisional advisers joining the ind...
Financial planning
Adviser numbers this week have seen a slight uptick to 17,197 with a positive net change of four advisers, largely driven by nine new provisional advisers joining the ind...
Financial planning
The overall drop in adviser numbers this week was driven by AMP Group which saw one of its practices moving to Fitzpatricks although 27 licensees saw gains. ...
Advice principals are benefiting from the sharing of information and knowledge addressing the challenge of retaining and attracting staff in a tight labour market....
Financial planning
The acquisition has brought a new combined entity of WT Financial Group and Synchron to 560 advisers, as per Australian Securities Investment Commissions’ Financial Advis...
Financial planning
Bucking the trend of declining adviser numbers, Clime Investment Management wants to increase its adviser network by 5%-10% over the next calendar year....
Financial planning
Adviser numbers have stabilised this week at 17,249 with all new licensees that were launched belonging to the financial planning peer group. ...
Financial planning
This week saw another decline in adviser numbers, driven by AMP and Insignia, with fewer advisers switching to new licensees. ...
Financial planning
While 2022 is showing the continuation of a surge of new advisers, it is not enough to offset those leaving the industry, according to Wealth Data....
Financial planning
After two more optimistic weeks, the total number of advisers fell again this week to 17,282, according to Wealth Data....
Financial planning
It looks like the pace of advisers existing the industry has stabilised, with a net change in adviser numbers having been pushed into a positive territory for the second ...
Financial planning
The number of advisers slipped by a further 319 in a single week, bringing the overall number to 17,282 and in line with the forecast, according to Wealth Data, but provi...
Financial planning
Small licensees are further expected to close in the coming weeks with the number of advisers expected to reach between 15,000 and 16,000 this year, according to Wealth D...
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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...