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Wealth Data
Home
Members Lounge and Blue Book
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Free Super Fund Level Stats
Free SMSF Statistics
Store
About/Contact/Subscribe
Contact
What We Do
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Financial Adviser Market Insights, July 10, 2025
ASIC, Adviser Movement Colin Williams 10/7/25 ASIC, Adviser Movement Colin Williams 10/7/25

Financial Adviser Market Insights, July 10, 2025

This week, the numbers stabilised with a net gain of 17 advisers, including 16 new entrants. The total loss for the calendar improved to -158.

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Financial Adviser Exam Analysis For June 2025
Colin Williams 8/7/25 Colin Williams 8/7/25

Financial Adviser Exam Analysis For June 2025

Analysis of the June 2025 Financial Adviser Exam versus past results to August 2022

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Financial Adviser Market Insights, July 3, 2025
ASIC, Adviser Movement Colin Williams 3/7/25 ASIC, Adviser Movement Colin Williams 3/7/25

Financial Adviser Market Insights, July 3, 2025

A huge week of change. Down by 190 and down by over 350 just for June 2025. Expect a bounce in next week’s reporting.

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Financial Adviser Market Insights, June 26, 2025
ASIC, Adviser Movement Colin Williams 26/6/25 ASIC, Adviser Movement Colin Williams 26/6/25

Financial Adviser Market Insights, June 26, 2025

Another week of heavy losses (-56) after last week's (-41). More losses likely in the last days of June, then a rebound in July.

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Financial Adviser Market Insights, June 19, 2025
ASIC, Adviser Movement Colin Williams 19/6/25 ASIC, Adviser Movement Colin Williams 19/6/25

Financial Adviser Market Insights, June 19, 2025

The adviser market lost 41 advisers and expect more losses by the end of the financial year. Three licensees ceased, and none started.

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Financial Adviser Market Insights, June 12, 2025
ASIC, Adviser Movement Colin Williams 12/6/25 ASIC, Adviser Movement Colin Williams 12/6/25

Financial Adviser Market Insights, June 12, 2025

There was a slight decrease in advisers this week. Is it possible to finish the financial year on a positive note? It's unclear, even with the strong growth we've seen so far.

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Super By Fund Type To March 2025 - SMSF Funds The Big Winners
SMSF, APRA, Superannuation Colin Williams 5/6/25 SMSF, APRA, Superannuation Colin Williams 5/6/25

Super By Fund Type To March 2025 - SMSF Funds The Big Winners

The latest APRA data shows that Industry Funds continue to march on as Retail Funds falter this quarter. SMSF funds gain most

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Financial Adviser Market Insights, June 5, 2025
ASIC, Adviser Movement Colin Williams 5/6/25 ASIC, Adviser Movement Colin Williams 5/6/25

Financial Adviser Market Insights, June 5, 2025

A busy week as LGT Group takes over CBA Private Wealth. Four new licensees and 10 new entrants.

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Financial Adviser Market Insights, May 29, 2025
ASIC, Adviser Movement Colin Williams 29/5/25 ASIC, Adviser Movement Colin Williams 29/5/25

Financial Adviser Market Insights, May 29, 2025

A calm week saw the adviser market rise by one. There were four new entrants and two new licensees. We demonstrate how to boost adviser revenue by $200,000.

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