TOP Financial Planning Groups Survey 2021

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 (2021 vs.2020)
  • Ownership figures
  • Funds Under Advice

In Excel format $495+GST

Buy now

As locked PDF $330 +GST

Buy now

Have a question about the Money Management TOP Financial Planning Groups Survey - 2021? Contact us at: [email protected]

subscribe

Stay up to date with Australia’s top news and information source for the wealth management industry

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Paul G

I'm a career Financial Adviser of over 30 years. I have put up with an insane amount of tinkering with my profession ov...

7 hours ago
Michelle L

I agree with the FAAA that "qualified" adviser is misleading and is a slap in the face to all advisers that have had to ...

7 hours ago
Chris Cornish

Yet another unnecessary government department. ...

7 hours 27 minutes ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

5 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

4 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

5 months ago