WEALTH DATA
Financial planning
The Australian financial advice industry has risen by more than 20 advisers this week, with nearly half joining WT Financial and Sequoia....
Financial planning
Numbers are in for 2024, with Wealth Data confirming how many advisers left during the calendar year and which business models saw the largest growth in terms of new lice...
Financial planning
In a tight race against Morgans, AMP Financial Planning has won back its position as the largest individual licensee in Australia, according to Wealth Data. ...
Financial planning
Preliminary results from Wealth Data for the 2024 calendar year have unveiled which licensees reported the highest growth and losses in adviser numbers....
Financial planning
More than 30 advisers fell off the FAR during the Christmas and New Year period, according to Wealth Data, with half of these coming from licensee giant Entireti....
Financial planning
Estimates for the calendar year 2024 put the advice industry on track for a loss in adviser numbers as exits offset gains from new entrants....
Financial planning
A close competition has seen AMP Financial Planning lose its long-held position as Australia’s largest individual licensee, according to Wealth Data....
Financial planning
The proportion of candidates passing the advice exam in 2024 has risen by more than a third but a notable gap exists between those who have qualified and those who are ac...
Financial planning
Overall financial adviser numbers have fallen this week, although Centrepoint Alliance has seen this week’s largest gains, according to Wealth Data....
Financial planning
Wealth Data has shared an updated ranking of the five largest Australian financial advice licensees, with just 59 advisers separating the firms in the lower half of the t...
Financial planning
After weeks of fluctuating above and below 15,500, adviser numbers have maintained their hold above the line for three consecutive weeks....
Financial planning
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers....
Financial planning
The financial advice profession has lifted back above the 15,500 mark this week thanks to a double-digit net rise in adviser numbers, according to Wealth Data....
Financial planning
In a time of constant adviser movements, one licensee has managed to stay “steady on their skates” over the years to sit jointly with AMP Financial Planning in having the...
Financial planning
The financial advice sector has benefited from a net rise of 11 advisers this week, according to Wealth Data, while AMP Group reports losses as several advisers open thei...
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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...