WEALTH DATA
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....
Financial planning
With new entrant numbers up 90 for the calendar YTD, Wealth Data has revealed the top licensee owners that have onboarded new advisers....
Financial planning
Sequoia Financial Group has declined by five financial advisers in the past week, four of whom have opened up a new AFSL, according to Wealth Data....
Financial planning
Financial adviser numbers are up by more than 200 for the financial year, according to Wealth Data, driven by five weeks of back-to-back growth....
Financial planning
Nearly 30 financial advisers have joined a new AFSL, with the majority coming from ex-AMP licensee Charter Financial Planning, which is now owned by Entireti....
Financial planning
Melbourne and Perth-based Endeavor Asset Management has added 24 financial advisers to its AFSL this week, with overall industry numbers rising by more than a dozen....
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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...