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Over 20 adviser losses reported at single licensee

A licensee saw a drop of more than 20 advisers this week, according to Wealth Data, while there were six new entrants. ....

Colin Williams , Castleguard Trust Lifespan , Macquarie Group , Australian Financial Planning Group , Centrepoint Group , Wt Financial Group , Wealth Data , Castleguard Trust , Koda Capital ,

Licensee with largest 2023 adviser gains continues growth in January

The number of advisers who have joined since the start of the year has risen to 24, according to Wealth Data. ....

Stephen Jones , Financial Services , Castleguard Trust Lifespan , Morgan Stanley , Acclime Group , Ord Minnett , Australian Unity , Castleguard Trust , Crown Wealth , Wealth Data , Delivering Better Financial Outcomes ,

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 ,

Record exam results boost adviser growth

Following a 73 per cent pass rate in the August financial adviser exam, the highest since ASIC took over its administration, a high number of new entrants have joined the advice industry this week, according to Wealth Data. ....

Colin Williams , Industry Super Holdings , Castleguard Trust Lifespan , Steinhardt Holdings Infocus , Wealth Data , Coral Coast Advice , Insignia Financial , Industry Super ,

NextGen adviser numbers plummet

Following a loss of 23 advisers over the last two weeks, the licensee’s current adviser numbers sit at just 20 compared to more than 120 in 2019, Wealth Data reports. ....

Paul Raftery , Ian Williams , Colin Williams , Peter Daly , Picturewealth Group Insight Investment Services , Australia National Investment Group , Wjv Drakoulis Super Pty Ltd , Financial Services , Macquarie Group , Castleguard Trust Lifespan , Australian Financial Complaints Authority , Sequoia Group , Wjv Drakoulis Super Fund , Nextgen Financial Group , Wealth Data , Australian Mortgage , Financial Advisers , Federal Court , Drakoulis Super Pty Ltd , Drakoulis Super Fund , Linchpin Capital , Genesis Financial , Australia National Investment , National Investment Group , Picturewealth Group , Insight Investment Services ,