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COLIN WILLIAMS
Financial planning
In the run-up to heavy losses expected at the end of the financial year, June has already reported consecutive weeks of adviser losses....
Financial planning
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
Financial planning
One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....
Financial planning
Preliminary results from Wealth Data for the 2024 calendar year have unveiled which licensees reported the highest growth and losses in adviser numbers....
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
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
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
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
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....
Financial planning
The industry has regained the majority of losses seen in the previous week, with one licensee seeing a gain of six new advisers. ...
Financial planning
The advice profession lost 15 advisers over the past week, according to Wealth Data, partly due to a lower number of new entrants and advisers transitioning between licen...
Financial planning
The cancellation of two AFSLs has caused adviser numbers to drop into the red this week after three weeks of growth, but one AFSL has seen a gain of 20....
Financial planning
Wealth Data founder Colin Williams believes legislative changes mean there is ‘no excuse’ for further financial adviser declines as the number of new entrants struggle to...
Financial planning
With the self-licensing trend here to stay, what are the estimated costs and insurance risks for financial advisers operating their own AFSL without the backing of a larg...
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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...