TOP 100

Money Management’s 2021 TOP Financial Planning Groups survey has confirmed that the number of financial advisers operating under the umbrellas of the largest groups has d...

Money Management’s 2020 TOP Financial Planning Groups research has confirmed the number of planners working at the biggest groups has dwindled to its lowest levels in yea...

The Money Management TOP Financial Planning Group Survey is the longest running annual snapshot of the leading advice groups in the sector....

The last 12 months caught the financial planning industry in the middle of a transition and struggling to figure out what the new rules of the game will be in a still-evo...

Despite much turbulence and against the backdrop of the Royal Commission, financial planner numbers look strong, as Oksana Patron discovers in the Money Management TOP 10...

Money Management's TOP 100 Financial Planning Groups survey has found financial planner numbers have dropped against the backdrop of increased educational requirements an...

Despite the controversies and challenges, the absolute size of the Australian financial planning industry has remained relatively stable, according to Money Management TO...

For the first time Money Management asked the dealer groups in a survey to share their views on the educational requirements for new advisers as well as their expectation...

Jason Spits writes that both aligned and non-aligned groups are reporting milder changes in their numbers than those seen in the past....

AMP and the big four control even less of the wider market than first revealed by Money Management and far short of the 80 per cent ownership figure often spoken about in...

Service providers are an essential part of the financial planning sector and, as Jason Spits writes, while advisers may recommended diversification in a portfolio they ap...

Moves to assess the landscape of financial planning should be lauded but, as Jason Spits writes, there needs to be more clarity as to who should populate that landscape....

 

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 9 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 10 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 9 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago