Hi Everyone,
I've enjoyed reading all the posts on the new IAM thread so far since listing.
There are a lot of numbers being mentioned by posters on # of planners, # of practices, licensees/Dealer Groups etc.
To assist those inclined in further research using industry numbers, I have attached the below article from 2015 (so roughly 12 months old) which is released on an annual basis by Money Management. It covers off the following important aspects which will assist in understanding IAM's potential client base in the market (Financial Planning only):
1. Planner Numbers and # of Paraplanners
2. Relationship between Dealer Groups and their parent owner (e.g. Charter owned by AMP, Count owned by CBA etc).
3. Total FUA (Funds under Administration) for perspective on revenue and relative size
I'll post the updated 2016 results once released.
Hope this helps.
Bodhi_Trader
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- Financial Planning Industry (Dealer Group) Numbers - 2015
Hi Everyone, I've enjoyed reading all the posts on the new IAM...
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