Advisers vs. COVID-19: survey



Money Management is asking advisers to share their thoughts on how the COVID-19 crisis is affecting their business continuity and how advisers are coping with an increased number of clients’ enquiries.
As global markets have been going through one of their most volatile and unpredictable periods times, financial advisers are working under increased pressure from clients and under strict self-isolation measures which significantly hamper their ability to conduct business.
On top of that, they need to continue to offer support to their clients at a time when many of them are making life-changing decisions with regard to their own financial situation.
If you wish to voice your concerns please complete our brief anonymous 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.