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TOP 100

Top 100

Money Management’s 2021 TOP Financial Planning Groups survey has confirmed that the number of financial advisers operating under the umbrellas of the largest groups has d...

Tech

According to Deloitte’s fifth annual assessment of the privacy practices of Australia’s top 100 consumer brands, privacy settings are one of the most powerful ways to bui...

Financial planning

The financial planning landscape is facing a tectonic shift as the major banks look to exit their wealth management business, something underlined in Money Management’s l...

Top 100

Despite much turbulence and against the backdrop of the Royal Commission, financial planner numbers look strong, as Oksana Patron discovers in the Money Management TOP 10...

Top 100

Despite the controversies and challenges, the absolute size of the Australian financial planning industry has remained relatively stable, according to Money Management TO...

Top 100

For the first time Money Management asked the dealer groups in a survey to share their views on the educational requirements for new advisers as well as their expectation...

Financial planning

Planner numbers have remained almost intact for the third year in a row, according Money Management’s TOP 100 Financial Planning Groups survey....

Top 100

Jason Spits writes that both aligned and non-aligned groups are reporting milder changes in their numbers than those seen in the past....

Top 100

AMP and the big four control even less of the wider market than first revealed by Money Management and far short of the 80 per cent ownership figure often spoken about in...

Top 100

Service providers are an essential part of the financial planning sector and, as Jason Spits writes, while advisers may recommended diversification in a portfolio they ap...

Top 100

Moves to assess the landscape of financial planning should be lauded but, as Jason Spits writes, there needs to be more clarity as to who should populate that landscape....

Financial planning

Non-aligned advisers make up one in every two planners, according to the 2015 Top 100 research conducted by Money Management....

Financial planning

IOOF will merge two licences moving planners into other advice groups as research by Money Management shows planners numbers have stabilised....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 2 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days 9 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 5 days ago