What are you telling your clients about retirement strategies?



The COVID-19 pandemic has had a significant impact on people’s retirement prospects and the retirement incomes of those who have already left the workforce. As a financial adviser, how are you handling this?
Ahead of our Retirement Incomes webinar on 15 July, Money Management is seeking to gain a picture of how financial advisers are dealing with their clients and we would appreciate you completing the following short survey.
Please help us by completing this very brief survey.
Results will be shared both in news stories and, in more detail, as part of the webinar in which you can register to participate.
Recommended for you
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted.
After seven weeks of strong growth, Wealth Data analysis shows financial adviser gains are now tapering off and returning to a regular pace.
Count chief executive Hugh Humphrey has said FY25 was a “milestone year” for the business as it completed its Diverger integration, exceeding targets with $5.1 million in cost synergies.
US wealth manager Focus Financial Partners, which includes Australia’s Escala Partners, has appointed a chief strategy officer to fuel further Australian growth.