ipac Equity Partners named Dealer Group of Year
|
|
ipac Equity Partner’s unique business model, which sees advisers operating under a equity stake fee-for-service model, has seen it take out the third annual Money Management/CoreData Dealer Group of the Year award.
The award, the product of amalgamating Money Management’s Top 100 Dealer Groups research with CoreData’s Star Index, saw the major dealer groups not only being assessed against factors such as planner numbers and funds under advice, but also external and internal planner perceptions.
This year’s runner-up was Commonwealth Financial Planning, followed by ipac Financial Planning and then Charter Financial Planning.
Commonwealth Financial Planning emerged as the top-rated bank-based dealer group.
AUTHOR
Mike Taylor
Recommended for you
ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors.
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.
Having peaked at more than 40 per cent growth since the first M&A bid, Insignia Financial shares have returned to earth six months later as the company awaits a final decision from CC Capital.
