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
Two advisers say M&A is becoming a “contact sport” as competition heats up to acquire attractive advice firms, while a lack of new entrants creates roadblocks in organic growth opportunities.
Perth advice firm Integro Private Wealth has appointed a head of advice to spearhead a major business development initiative to expand nationwide.
AZ NGA has taken a larger stake in ex-AMP advice firm Geographe Financial Group, triggering leadership changes as it prepares for future M&A growth opportunities.
Over half of financial advice clients say they have found their adviser via a referral from an existing client, according to Dimensional.
