Wealth Data

In this week’s financial adviser insights we delve into the gender make up of advisers. https://lnkd.in/gsKhTeNT

A quiet week for the financial adviser market. We cover off the September quarter which was very positive. Onwards and upwards from here? https://lnkd.in/gukssNb5

For all SMSF advisers - We have updated our Free set of dashboards with the latest data from the ATO. Data highlights the growth of SMSFs in terms of assets and membership. A PowerPoint presentation of the full dashboard set can also be purchased. https://lnkd.in/gGenHeYr #smsf #superannuation #wealthdata

Financial adviser numbers are up boosted by a record quarter of new entrants. #smsf data updated. All in the post. https://lnkd.in/g-eAF672 #wealthdata

Our SMSF Statistical dashboards have been updated using the latest data from the ATO. We have also built in financial adviser data to track the 'opportunity' for advisers. Highlights include: ➡ Growth of SMSFs ➡ Average and median balances ➡ Asset allocation - in total and by size of SMSF ➡ Opportunity for advisers ➡ Transfers in and out of SMSFs ➡ Fees / costs per SMSF ➡ And a lot more Blog post here - https://lnkd.in/grN7hVXA #SMSF #superannuation #wealthdata

Superannuation Analysis By Fund Type. Industry funds continue to increase market share despite Retail funds having one of their best quarterly result in many years. SMSF funds are steady. A key difference between the funds is their allocation of investments and how held. All information in the post. https://lnkd.in/gcPDZk_X #smsf #wealthdata #superannuation

This week’s Financial Adviser Market Insights highlights the debut of Rhombus Advisory and by default, the decline of Insignia. https://lnkd.in/gkTahZZR

The busiest week of the year for financial adviser movement across licensees. Unfortunately a week of losses, but a good week for new entrants and new licensees. https://lnkd.in/gnZirRVg #wealthdata

Retail funds are fighting back with 2 consecutive quarters of solid investment returns and closing the gap over 5 year performance. https://lnkd.in/g4CafkYn

In the week's Financial Adviser Insights we provide a free download of our Financial Adviser Landscape presentation that covers: ➡ Financial Adviser Movement since 2017 ➡ New Entrants - Year by Year ➡ Share price movement since Dec 2018 of major advice / wealth based firms ➡ The growth of adviser opportunities through super ➡ Financial Adviser Gross Revenue and much more. https://lnkd.in/gVstGFTa #wealthdata #financialadvisers #financialplanners