ipac Equity Partners named Dealer Group of Year

commonwealth financial planning dealer group dealer groups advisers money management

29 July 2010
| By Mike Taylor |
image
image
expand image

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.

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 4 days ago

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

1 month 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 3 days 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. ...

5 days 16 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...

4 days 20 hours ago