TOP FINANCIAL PLANNING GROUPS

Top 100

Money Management’s 2021 TOP Financial Planning Groups survey has confirmed that the number of financial advisers operating under the umbrellas of the largest groups has d...

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Financial planning

With AMP Financial Planning’s ongoing loss of advisers, its lead over the second largest financial planning group by adviser numbers has dropped to 70 from over 200 advis...

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Top 100

Money Management’s 2020 TOP Financial Planning Groups research has confirmed the number of planners working at the biggest groups has dwindled to its lowest levels in yea...

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Financial planning

The announcement by IOOF regarding its anticipated acquisition of MLC’s Wealth management business, might see one of the biggest reshuffles across the industry in terms o...

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Top 100

The last 12 months caught the financial planning industry in the middle of a transition and struggling to figure out what the new rules of the game will be in a still-evo...

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Financial planning

The overall number of planners employed by the top financial planning groups has dropped 10% year-on-year, according to Money Management’s survey....

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Financial planning

The exit of the Big Four banks and the change in strategy by AMP Limited will see planner numbers decrease by almost 2,900, according to the latest findings from this yea...

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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 2 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 14 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 18 hours ago