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
The profession is up by almost 200 advisers for the new financial year, with August continuing the consistent weekly positive gains.
WT Financial has announced its second “Hubco” with a combined valuation of $7.8 million, while its first one has successfully incorporated and is now making its own acquisitions.
The Australian Wealth Advisors Group has entered into a joint venture with a Melbourne financial services firm to launch a wealth manager.
Remediation and litigation costs have led AMP to announce a reduced statutory net profit after tax of $98 million for the first half of 2025.