Adviser sentiment in times of uncertainty
How do advisers feel given markets have plummeted, legislation has been put on hold, and the fact that there is no end date on when the COVID-19 pandemic will end?
Money Management has sought views from advisers on their sentiment towards investments, their business, their biggest concerns, and what support they need to get through the next 12 months.
If you want to contribute your views, please complete this brief survey.
Recommended for you
Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings remain off the table.
MLC Expand has appointed retirement specialist Andrew Long to work with advisers and licensees and drive growth for its recently launched retirement solution.
Despite banks largely having exited the industry, advisers under institutional licensees are least likely to switch while 26 advisers have been appointed to a licensee more than 10 times.
Insignia Financial has shared a progress update on the acquisition by US private equity firm CC Capital as well as the departure of a long-standing director.
