The Silent TYpes
Money Management would like to thank all the financial planners who took part in the inaugural Money Management Top 100 survey.
Money Management would like to thank all the financial planners who took part in the inaugural Money Management Top 100 survey.
Some of the information requested was quite sensitive in its nature and we appreciate the time taken to collate the information and fill in the form. It is an invaluable asset to the industry.
However, there are a number of financial planning groups who refused to answer any questions from KPI Research. For some of these groups, KPI Research were forced to find other sources of information to make educated estimates.
For the record, these groups include: RetireInvest, ANZ, Cameron Walshe, WB Financial Management, MoneyLink Financial Planning, Financial Technology Securities, Whittaker McNaught, Gannon Growden, MoneyPlan Australia and Moneywise Personal Financial Management.
The survey will be an annual event. I am sure the industry hopes these groups and others will take a more positive attitude next year.
Recommended for you
As private markets garner mainstream attention, a panel of experts believe access to the asset class through managed accounts will become more widely available, providing opportunities for advisers to diversify portfolios.
While retail investors turned to blue-chip stocks last month, according to AUSIEX trading data, September saw advised investors switch into ETFs.
With the intergenerational wealth transfer underway in Australia, wealth managers are focusing on how they can attract the next generation of advisers to service these younger clients.
ASIC wants to expand proceedings against Equity Trustees to seek compensation for members following Macquarie’s agreement to pay $321 million over Shield failings.
