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WEALTH DATA
Financial planning
Wealth Data’s key adviser movements reported no net change of advisers in the week up to 16 March. ...
Financial planning
With ASIC proactively reviewing its financial advisers register, further bans on individuals and rising conflicts of interest among small licensees could be likely, accor...
Financial planning
With recent data finding female advisers represent just 23% of total advisers, Wealth Data has revealed which advice models attract the most women. ...
Financial planning
The adviser market seemed to be stabilising for the first time in many years, with no new licensees commencing or closing in the week to 2 March. ...
Financial planning
Growth in micro-AFSLs has taken a hit to the largest players with Insignia and AMP both seeing a drop in their market share as a result....
Financial planning
Over 230 new entrants have appeared on the Financial Adviser Register since 1 July 2022 with their numbers cited as a key strategy for licensee growth....
Financial planning
A boost of 14 advisers joining the new Zurich Assure AFSL has contributed to positive net growth in adviser numbers....
Financial planning
Wealth Data has revealed a “disappointing” double-digit loss in advisers to start February after a positive January....
Financial planning
There were over 350 new entrants who came on board during 2022, according to Wealth Data, as the industry seeks to grow to counter the adviser exodus. ...
Financial planning
Wealth Data has revealed the total number of advisers, and their sectors, who left during 2022. ...
Financial planning
Adviser losses have dramatically slowed this year compared to the start of 2022 when there was a net loss of more than 1,700 advisers. ...
Financial planning
In a year of bannings, regulatory legislation and financial services reviews, Money Management collates the top 10 stories this year....
Financial planning
Wealth Data has noted the strength of new entrants who have joined the industry in the second half of the year, as 23 provisional advisers join this week....
Financial planning
There has been the highest number of provisional advisers joining the industry since September with double-digit advisers joining following the results of the November ad...
Financial planning
Population growth combined with a shrinking number of advisers means there has been a 74% rise in potential clients available per adviser, while total superannuation per ...
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...