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 TrincaEditor, The Deal Helen Trinca writes on cultural, social and economic trends. Her analysis, reporting and feature writing covers workplace, rural issues, technology and popular culture as well as social trends. She is a former senior editor and foreign correspondent and has co-authored and written four books - Better than Sex: How a whole generation got hooked on work; Waterfront: The battle that changed Australia; Madeleine: A life of Madeleine St John; and Looking for Elizabeth: The life of Elizabeth Harrower.