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.
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MLC Expand has appointed retirement specialist Andrew Long to work with advisers and licensees and drive growth for its recently launched retirement solution.
Despite banks largely having exited the industry, advisers under institutional licensees are least likely to switch while 26 advisers have been appointed to a licensee more than 10 times.
Insignia Financial has shared a progress update on the acquisition by US private equity firm CC Capital as well as the departure of a long-standing director.
