Determining the top distributors

financial planning financial planning services money management dealer groups

16 July 2004
| By Freya Purnell |

The Top 50 Distributors is based on data collected for the Money Management Top 100 Dealer Group survey, which was published in June. The number of planners in dealer groups associated with a particular parent group are consolidated to determine the Top 50 Distributors by total number of advisers.

For the purpose of this report, parent groups have been considered as those with a stake in excess of 20 per cent. While Money Management recognises this stake may not be a controlling interest, the report seeks to classify groups by those parent groups who hold a dealer group interest.

The original information for this table was supplied by dealer groups to Dexx&r and then updated by Money Management for use in this format.

Groups that did not disclose their ownership in the original data and that were therefore excluded from the Top 50 table were: Australian Finance Group Financial Planning, Integrity Financial Planners, Elm Financial Services, Financial Planning Services (Australia), Financial Planning & Life, Transocean Financial Services, Financial Technology Securities, Ellfield Financial Group, AFS Accountants Financial Services, AW Financial, PKF Financial Services, MoneyLink Financial Planning, QPlan Financial Services, BDO Kendalls Financial Planning, and Vicwide Financial Services.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 2 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 days 9 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

2 days 13 hours ago