Uncovering the Top 50
The Top 50 Distributors is based on the research for theMoney ManagementTop 100 Dealer Groups report late last year. In the Top 50 Distributors table, ranking is based on the number of planners associated with a particular parent group. A parent group is classified as a parent if it owns more than 20 per cent of another group.
All information in the table was originally supplied to Rain Maker from the dealer groups of their owners.Money Managementthen contacted all dealer groups to confirm these relationships were current.
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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 dropped to new lows, Oksana Patron writes.
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 years, underscoring the end of the banks’ dominance in wealth management, writes Oksana Patron.
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-evolving post-Royal Commission environment, Oksana Patron writes.
