Planners asked to Rate the Raters
Financial planners are invited to have their say on the operations and performances of Australia’s leading research and ratings houses — but hurry, the Money Management survey closes this Friday, 9 July.
In the past, Money Management annually surveyed fund managers to determine their views of ratings houses. However, this fund manager-orientated survey only provided a picture of one segment of the industry.
Now we are asking financial planners to have their say, which will provide us with a more complete result of how the industry views research and ratings houses.
The results of the survey will be published in an upcoming issue of Money Management.
In addition, for completing the survey, you will go in the draw to win one of 10 bottles of Tim Adam’s Aberfeldy 2000 Shiraz.
To complete the survey go to www.surveymonkey.com/s/673LJZ6.
Hurry, the survey closes this Friday.
AUTHOR
Mike Taylor
Recommended for you
The month of April enjoyed four back-to-back weeks of growth in financial adviser numbers, with this past week seeing a net rise of five.
ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors.
The Financial Services and Credit Panel has made a written order to a relevant provider after it gave advice regarding non-concessional contributions.
With the election taking place on Saturday (3 May), Adviser Ratings examines how the two major parties could shape the advice industry in the future.
