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Licensees recommencing to be a 'common theme' in 2024

Wealth Data’s Colin Williams expects financial advice licensees recommencing to be a common trend throughout this year, as nine licensees have restarted over the past four weeks. ....

Colin Williams , Philborne Pty Ltd Dirigere Advisory , Steinhardt Holding Infocus , Wt Financial Group , Wealth Data , Sequoia Financial , Sambe Investments , Philborne Pty Ltd , Dirigere Advisory , Lifestyle Asset Management , Steinhardt Holding ,

Advisers' experience stands at 14.5 years

Financial advisers have 14.5 years of professional advice experience on a median basis, but very few have more than 20, a Rainmaker analysis shows. ....

United States , Stephen Jones , Adviser Register , Ord Minnett , Synchron Advice , Count Financial , Sambe Investments , Advice Evolution , Hunter Green , Boston Reed ,

Adviser movements 'stable' for first time in years

The adviser market looks to have evened out, with adviser declines continuing to slow. According to Wealth Data, there was a net loss of 13 advisers for the week ending 2 March, with the total numbe ....

Colin Williams , Keith Ford , Wt Financial Group , Sequoia Group , Industry Super Holdings , Davanti Group , Morgans Group , Paradigm Group , Wealth Data , Financial Advice Register , Financial Adviser Register , Patrick Nalty , Sambe Investments ,

Super merger helps ease adviser losses | Money Management

The merger between superannuation funds Hostplus and Statewide Super has caused a busy week for adviser movements with only a net of five advisers leaving the industry this week. ....

Colin Williams , Industry Super Holdings , Steinhardt Holdings Infocus , Industry Fund Services , Super Holdings , Sambe Investments , Aware Super , Steinhardt Holdings , Wealth Data , Colin Williams ,