The ranking is a guide to consumers looking for an adviser and a scorecard that advisers can use as benchmark.
The formula to calculate the ranking is based on the three general categories: client assets managed by the adviser; fees and revenue generated by their business, and the quality of the adviser’s business. The listing is based on 60 questions.
In the list, funds under advisement is based on the team FUA, an asterisk signals a wholesale adviser who is not required to be registered with ASIC.
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BARRON'S MAGAZINE 2024: Read more
The ranking is a guide to those looking for an adviser and a scorecard that advisers can use to measure themselves against one another.
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Helen TrincaThe Deal Editor and Associate Editor Helen Trinca is a highly experienced reporter, commentator and editor with a special interest in workplace and broad cultural issues. She has held senior positions at The Australian, including deputy editor, managing editor, European correspondent and editor of The Weekend Australian Magazine. Helen has authored and co-authored three books, including Better than Sex: How a whole generation got hooked on work.