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WEALTH DATA
Financial planning
A licensee saw a drop of more than 20 advisers this week, according to Wealth Data, while there were six new entrants. ...
Financial planning
Large licensees are looking to take minority stakes in smaller ones as a way to retain a presence in the industry, but the smaller party needs to ensure it doesn’t create...
Financial planning
Wealth Data’s Colin Williams expects financial advice licensees recommencing to be a common trend throughout this year, as nine licensees have restarted over the past fou...
Financial planning
Wealth Data’s Colin Williams and the Financial Services Council’s CEO Blake Briggs are among industry commentators who have shared their insights into the impact of the H...
Financial planning
Losses at Count and Diverger, which are set to merge in March, have wiped out the double-digit adviser gains seen last week. ...
Financial planning
There may be a trend for advisers opting to set up their own licence, but those contemplating the change have been warned it is not necessarily the right path for every a...
Financial planning
Wealth Data has recorded a “very encouraging” 18 advisers joining the financial advice industry this week, with over three-quarters joining as new entrants....
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
The financial advice profession can expect to see more advisers forming their own practice instead of sticking with major licensees in 2024, leading to greater industry c...
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
Two advice licensees have lost more than 26 per cent in their share price since the start of 2023, while another has seen gains of 35 per cent. ...
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...
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This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...