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
Compared to four years ago when the divide between boutique and large licensees were largely equal, adviser movements have seen this trend shift in light of new licensees commencing.
As ongoing market uncertainty sees advisers look beyond traditional equity exposure, Fidante has found adviser interest in small caps and emerging markets for portfolio returns has almost doubled since April.
CoreData has shared the top areas of demand for cryptocurrency advice but finds investors are seeking advisers who actively invest in the asset themselves.
With regulators ‘raising the bar’ on retirement planning, Lonsec Research and Ratings has urged advisers to place greater focus on sequencing and longevity risk as they navigate clients through the shifting landscape.

