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...

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....

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 week 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 weeks 2 days ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

1 month ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 weeks 1 day ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 weeks ago

The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients....

1 week 5 days ago