Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 11 results for "SMSF Advisers Network"

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... data shows. As at July 1, AMP Financial Planning finished the financial year with 690 advisers, while The SMSF Advisers Network (SAN) had 669 representatives at the end of the period, Rainmaker modelling of ASIC's Financial Adviser Register shows. ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... Associates. AMP Financial Planning netted 304 exits, paring down its representatives from 1038 to 734. The SMSF Advisers Network (SAN) has the largest book of advisers at 763, but over the period farewelled 98. SAN is operated by the National Tax and ...

Adviser numbers at five-year low

KARREN VERGARA  |  FRIDAY, 23 APR 2021
... verdict. On a year-on-year comparison, the number of advisers dropped 11% at the end of March 2021. The SMSF Advisers Network is currently the largest advice licensee, followed by AMP Financial Planning, Morgans, Synchron and Charter. Over the course ...

Fastest-growing AFSLs in the country

KANIKA SOOD  |  FRIDAY, 30 OCT 2020
... 945 advisers and about $56 billion had the largest market share of advisers at 4.6%. It was followed by SMSF Advisers Network (907 advisers, $250 million, 4.4% market share). Next up were five names with 2% to 2.6% market share: Synchronised Business ...

Advice industry compresses

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... aligned advisers only fell by 5% to 11,083. AMP Financial Planning remains the largest licensee followed by SMSF Advisers Network, Charter, Morgans and Synchronised Business Services. AMP and its four licences is the largest advice licensee group but ...

What you read in 2019: Financial advice

JAMIE WILLIAMSON  |  THURSDAY, 19 DEC 2019
... advisers, paraplanners and client service officers. 3. Major advice licensee in possible best interest breach SMSF Advisers Network had additional licence conditions imposed after ASIC surveillance spurred concerns the licensee had inadequate supervision ...

Managed accounts hit milestone

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... $35 million in the last year. AMP Financial Planning, IOOF Group, Commonwealth Financial Planning, NAB and SMSF Advisers Network are the five largest advice licensees. IOOF is the fastest growing group among the big six - increasing its adviser footprint ...

ASIC FAR, advice industry contract

JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... group in the three years to December 2018 was the National Tax and Accountants Association, also known as SMSF Advisers Network. Over the three year period, the licensee went from just 11 advisers to more than 1080. The rapid and significant increase ...

Major advice licensee in possible best interest breach

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
... licensees following an investigation sparked by phenomenal growth in adviser numbers in just six months. SMSF Advisers Network has had additional licence conditions imposed after ASIC surveillance spurred concerns the licensee had inadequate supervision ...

Gender diversity in advice dormant

JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
... women, accounting for 38% of total advisers. Overall, the licensees with the most women advisers are AMP, SMSF Advisers Network, Commonwealth Financial Planning, Westpac and NAB. From a geographic perspective, despite having the fewest advisers in the ...
PAGE:
1
PREVIOUS
NEXT