ipac Equity Partners named Dealer Group of Year
|
|
ipac Equity Partner’s unique business model, which sees advisers operating under a equity stake fee-for-service model, has seen it take out the third annual Money Management/CoreData Dealer Group of the Year award.
The award, the product of amalgamating Money Management’s Top 100 Dealer Groups research with CoreData’s Star Index, saw the major dealer groups not only being assessed against factors such as planner numbers and funds under advice, but also external and internal planner perceptions.
This year’s runner-up was Commonwealth Financial Planning, followed by ipac Financial Planning and then Charter Financial Planning.
Commonwealth Financial Planning emerged as the top-rated bank-based dealer group.
AUTHOR
Mike Taylor
Recommended for you
High-net-worth advisers seeking to grow their businesses are likely to find alternatives to be a key part of the puzzle amid investor demand, according to Praemium’s head of private wealth.
The financial advice profession has lifted back above the 15,500 mark this week thanks to a double-digit net rise in adviser numbers, according to Wealth Data.
A closer watch on licensees that fall short on cyber security protections is among a dozen new enforcement priorities announced by the corporate regulator for 2025.
Research house Morningstar has welcomed a new director for manager research to cover Australian and New Zealand fund managers.
