Determining the top distributors

financial-planning/financial-planning-services/money-management/dealer-groups/

16 July 2004
| By Freya Purnell |

The Top 50 Distributors is based on data collected for the Money Management Top 100 Dealer Group survey, which was published in June. The number of planners in dealer groups associated with a particular parent group are consolidated to determine the Top 50 Distributors by total number of advisers.

For the purpose of this report, parent groups have been considered as those with a stake in excess of 20 per cent. While Money Management recognises this stake may not be a controlling interest, the report seeks to classify groups by those parent groups who hold a dealer group interest.

The original information for this table was supplied by dealer groups to Dexx&r and then updated by Money Management for use in this format.

Groups that did not disclose their ownership in the original data and that were therefore excluded from the Top 50 table were: Australian Finance Group Financial Planning, Integrity Financial Planners, Elm Financial Services, Financial Planning Services (Australia), Financial Planning & Life, Transocean Financial Services, Financial Technology Securities, Ellfield Financial Group, AFS Accountants Financial Services, AW Financial, PKF Financial Services, MoneyLink Financial Planning, QPlan Financial Services, BDO Kendalls Financial Planning, and Vicwide Financial Services.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 3 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 13 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Powered by MOMENTUM MEDIA
moneymanagement logo