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]
I'm a career Financial Adviser of over 30 years. I have put up with an insane amount of tinkering with my profession ov...
I agree with the FAAA that "qualified" adviser is misleading and is a slap in the face to all advisers that have had to ...
Yet another unnecessary government department. ...