The Silent TYpes
Money Management would like to thank all the financial planners who took part in the inaugural Money Management Top 100 survey.
Money Management would like to thank all the financial planners who took part in the inaugural Money Management Top 100 survey.
Some of the information requested was quite sensitive in its nature and we appreciate the time taken to collate the information and fill in the form. It is an invaluable asset to the industry.
However, there are a number of financial planning groups who refused to answer any questions from KPI Research. For some of these groups, KPI Research were forced to find other sources of information to make educated estimates.
For the record, these groups include: RetireInvest, ANZ, Cameron Walshe, WB Financial Management, MoneyLink Financial Planning, Financial Technology Securities, Whittaker McNaught, Gannon Growden, MoneyPlan Australia and Moneywise Personal Financial Management.
The survey will be an annual event. I am sure the industry hopes these groups and others will take a more positive attitude next year.
Recommended for you
AFCA has confirmed United Global Capital’s membership of the body will not be extended to accept further complaints, avoiding a repeat of the Dixon Advisory scenario.
Three of Australia’s largest financial advice groups have shared their thoughts with Money Management on whether they would include crypto on their approved product lists.
Shadow treasurer Angus Taylor has vowed to introduce a bill to legislate a raft of financial services reforms if the Coalition is elected.
Money Management examines the share price of financial advice licensees over one year to 31 March, with M&A actions in the final quarter having a positive effect for two licensees.
