WEALTH DATA
Financial planning
While overall financial adviser numbers have dipped below 15,500 this week, Rhombus Advisory is experiencing growth and approaching 500 advisers in its ranks....
Financial planning
Women still account for less than one-quarter of Australia’s financial advice profession, with only two firms with more than 100 advisers having 30 per cent female advise...
Financial planning
Rhombus Advisory and WT Financial Group are among the AFSLs seeing adviser declines this week, as only three new entrants join the profession....
Financial planning
Wealth Data has revealed the top five licensees for financial adviser growth over the September quarter, with more than 150 advisers joining in Q3 overall....
Financial planning
Exclusive analysis from Wealth Data shows the number of AFSLs in the holistic advice model with one to two advisers has risen 54 per cent over the past five years, while ...
Financial planning
Australia’s largest financial advice licensee has led adviser growth over the past week, while 15 new entrants joined the industry....
Financial planning
More than half of the past 13 weeks of Q3 enjoyed a rise in financial adviser numbers, according to Wealth Data figures, an improvement on the same time a year ago....
Financial planning
An acquisition of two advice practices by a national advice group has led to a shift in financial adviser numbers, with one losing 33 advisers as a result....
Financial planning
Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice....
Financial planning
The industry has regained the majority of losses seen in the previous week, with one licensee seeing a gain of six new advisers. ...
Financial planning
The advice profession lost 15 advisers over the past week, according to Wealth Data, partly due to a lower number of new entrants and advisers transitioning between licen...
Financial planning
Count chief executive Hugh Humphrey has provided further details on the makeup of the firm’s advisers following churn after the Diverger deal. ...
Financial planning
Overall adviser numbers saw a gain last week with 10 new entrants, according to Wealth Data, but a major licensee lost four advisers. ...
Financial planning
Providing well developed professional year programs and offering flexible working arrangements are two key drivers leading to higher retention of new advice entrants, two...
Financial planning
The number of new entrants in the financial advice profession who have since departed this year has seen an improvement from the amount that left in 2023....
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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...