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
Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country.
Advisers at DOD Bookkeeping, which received an $11 million penalty last week, received as much as 40 per cent of their remuneration via a bonus when clients purchased a property via a SMSF, according to court documents.
Private wealth manager Escala Partners has launched an end-to-end investment platform to strengthen its alternatives capability as clients seek sophisticated vehicles.
Perpetual Wealth Management has hired two advisers from Ord Minnett as part of five hires, just weeks after the rival firm announced it had picked up six from Perpetual Private.