Who is the report for: The report is for wholesale investment managers and product providers reviewing business development opportunities, as well as for AFSLs and dealer groups looking for competitive insights.
Market summary:
High-level overview of the financial advice market, including the number of financial advisers in Australia, AFSLs in Australia and commentary on overall market changes.
AFSLs:
League tables of australia’s largest financial adviser AFSLs as well as the largest non-aligned AFSLs.
Advisers AFSL movements:
AFSLs with the most new adviser registrations and AFSLs with the most ceased adviser registrations.
Advice businesses and authorisations:
Analysing Australia’s largest superannuation advice businesses, largest life risk advice businesses, largest securities investments advice businesses and largest managed discretionary account services advice businesses.
Service providers:
A review of the platforms serving the most aligned financial advisers and the platforms serving the most non-aligned financial advisers.
Research feature:
Custom quarterly research content covering the advice industry. Recent examples include the largest AFSLs and the platforms they use, financial advisers' tertiary education qualifications andmost commonly used platforms by advisers in each state.
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The report reviews FUM and market share across platforms, investment vehicles, wholesale investment managers, super funds and financial advisers.
Monitor the FUM, net flows, fee revenue and market shares of the ETF sector as a whole or across individual ETFs.
