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
Buy a copy of the data which appeared in Money Management magazine:
Have a question about the Money Management TOP Financial Planning Groups Survey - 2021? Contact us at: [email protected]
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...