WEALTH DATA

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....

Financial planning

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

Financial planning

The advice industry has reached triple-digit gains for the calendar year to date, with two licensees seeing gains of five during the week....

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’...

2 months 3 weeks ago

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

3 months 2 weeks ago

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

3 months 3 weeks ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

3 weeks 5 days ago

The central bank has released its decision on the official cash rate following its November monetary policy meeting. ...

3 weeks 4 days ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

1 week 2 days ago
moneymanagement logo