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New licensee and entrants boost adviser numbers

New licensee and entrants boost adviser numbers
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Australian Retirement , Canaccord Group , Spark Partnership Group , Wt Financial Group , Wealth Data , Investment Strategies , Australian Retirement Trust , Private Wealth , Insignia Financial , Shartru Wealth , Merit Wealth , Picture Wealth ,

Which firm took the crown for adviser growth in 2023?

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. ....

Alexander Euvrard , Colin Williams , Troy Daniel Mahoney , Zurich Financial Services Australia , Financial Link Group , Wt Financial Group , Financial Services Group Australia , Insignia Group , Sequoia Group , Financial Services , Spark Partnership Group , Wealth Data , Sequoia Wealth Management , Castleguard Trust , Services Group Australia , Financial Services Australia , Partnership Group ,

Adviser numbers show stability as AMP tops charts

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. ....

Colin Williams , Minchin Moore , Wt Financial Group , Euroz Hartleys Group , Insurance Group , Acclime Group , True Wealth Financial Group , Spark Partnership Group , Wealth Data , Count Group , Wealth Financial Group , Hartleys Group ,

Licensee battle heats up as Millennium3 deal completes

With Insignia’s sale of Millennium3 now completed and seeing 140 advisers move over to WT Financial on Friday, this could cause a shift in which licensee closes out the year with the most advisers. ....

Colin Williams , Keith Cullen , Spark Partnership Group , Financial Service , Morgans Group , Centrepoint Alliance , Sequoia Group , Wt Financial Group , Macquarie Group , Morgan Stanley , Castleguard Trust Lifespan , With Insignia , Insignia Financial , Wealth Data , Fortnum Private Wealth , Australian Unity , Money Management , Castleguard Trust ,

Licensee switching ramps up as year-end approaches

Money Management reviews the total number of financial advisers active with appointments or resignations throughout November, as Wealth Data reports another 75 changing licensees this week. ....

Colin Williams , Financial Services Group , Australian Retirement Trust , Spark Partnership Group , Macquarie Group , Financial Services , Money Management , Wealth Data , Count Group ,