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
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My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...