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.
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AMP has launched a range of five diversified index managed portfolios on its North investment platform, targeting a younger client demographic.
An NSW adviser, who advised over 120 clients after falsifying her financial advice exam results, has been permanently banned by ASIC.
ASIC has released the results from the latest financial adviser exam, the first to be run since changes to its structure earlier this year.
