Are you a dealer group recruitment target?
With IOOF’s acquisition of MLC Wealth’s financial planning and associated businesses, financial planning practices working under IOOF and MLC Wealth licenses have found themselves being targeted for recruitment by other advice licensees.
At the same time there is plenty of attention also being directed towards AMP to determine what, if anything, will evolve as that company continues to restructure its advice business.
For that reason, Money Management is seeking to gain a picture of how advisers being affected by current events in the industry. Please take the time to complete the following survey. https://www.surveymonkey.com/r/QWHD7DM
We will share the results with participants.
Recommended for you
The new financial year has got off to a strong start in adviser gains, helped by new entrants, after heavy losses sustained in June.
Michael McCorry, chief investment officer at BlackRock Australia, has detailed how investors are reconsidering their 60/40 portfolios as macro uncertainty highlight the benefits of liquid alternatives.
Having reset its market focus to high-net-worth advisers, Praemium’s administration solution has been selected by Bell Potter in a deal that increases the platform's funds under administration by $6 billion.
High transition rates from financial advisers have helped Netwealth’s funds under administration rise by $3.7 billion in the fourth quarter of FY25.
