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.
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As the industry navigates the fallout from recent product failures, two major AFSLs have detailed their APL selection process and relationship with research houses, warning a selection error could “destroy” a licensee.
The impending retirement of financial advisers in their 50s could see the profession face significant succession challenges over the coming decade and younger advisers may not be the answer.
With a third of AFSLs being solo advisers, how can they navigate key person risk and ensure they are still attractive propositions for buyers when it comes to their succession planning?
A quarter of advisers who commenced on the FAR within the last two years have already switched licensees or practices, adding validity to practice owners’ professional year (PY) concerns.
