TOP Financial Planning Groups Survey 2020

The Money Management’s TOP 100 Financial Planning Groups ranking is the longest running annual survey of leading groups in the sector, based on their size, profile and adviser numbers, and tracks the ‘big picture’ movements across the industry since 1999.

The survey covers a range of information including year on year changes, ownership figures, funds under advice, professional indemnity insurance arrangement as well as adviser groups’ preferred software and research houses. This year, it also offers additional information with regards to how firms track down the implementation of educational standards among their planners

Purchase survey data

Buy a copy of the data which appeared in Money Management magazine:

  • Number of planners
  • Year on year change in a number of planners (2020 vs.2019)
  • Ownership figures
  • Funds Under Advice

 

In Excel format: $495+GST 

 

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As locked PDF: $330 +GST 

 

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