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ADVISER NUMBERS
Financial planning
Only three out of the 10 largest advice licensees have seen net growth in their financial adviser numbers since the beginning of the 2024 financial year, according to Wea...
Financial planning
The number of advisers who have joined since the start of the year has risen to 24, according to Wealth Data....
Financial planning
Wealth Data has tallied up the net movement of advisers seen in the financial advice industry during 2023, with only one subsector reporting positive growth....
Financial planning
Adviser numbers are off to a good start for 2024 with double-digit gains for the first two weeks of the year, according to Wealth Data....
Financial planning
Wealth Data has revealed the top 10 financial advice licensees for adviser growth and losses in the last year, even as the industry rounds out at 15,667 advisers for 2023...
Financial planning
The number of financial advisers has stabilised above the 15,600 mark as 2023 comes to an end, while Wealth Data confirms AMP now leads as the largest licensee....
Financial planning
With Insignia’s sale of Millennium3 expected to see 140 advisers moving over to WT Financial by mid-December, this could cause a shift in which licensee closes out the ye...
Financial planning
Money Management reviews the total number of financial advisers active with appointments or resignations throughout November, as Wealth Data reports another 75 changing l...
Financial planning
Macquarie Group’s releasing of nine financial advisers has driven double-digit losses for the industry this week, Wealth Data finds. ...
People & Products
The tripartite deal between Fortnum and AZ Next Generation Advisory, announced earlier this week, to acquire the financial advice arm of Australian Unity is a “reasonable...
Financial planning
There are signs the financial advice industry is stabilising as Q3 2023 demonstrated the second-lowest number of exits in five years, according to Adviser Ratings’ quarte...
Financial planning
Membership of the FAAA declined by 11.7 per cent in the last financial year, according to its 2023 annual report, three times faster than the overall decline in adviser n...
Financial planning
Sequoia Financial Group has welcomed an additional five financial advisers to its ranks, reporting positive adviser growth in three out of four weeks this month, accordin...
Financial planning
After growth of more than 30 last week thanks to record advice exam results, the financial advice profession has once again backtracked with double-digit losses, Wealth D...
Financial planning
Insignia is fast becoming the licensee to feel the biggest brunt of adviser departures, losing 24 this week and over 100 in the past calendar year, which is three times t...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...