Adviser sentiment in times of uncertainty
How do advisers feel given markets have plummeted, legislation has been put on hold, and the fact that there is no end date on when the COVID-19 pandemic will end?
Money Management has sought views from advisers on their sentiment towards investments, their business, their biggest concerns, and what support they need to get through the next 12 months.
If you want to contribute your views, please complete this brief survey.
Recommended for you
Far too few wealth managers are capitalising on the opportunity presented by disruptive technology to deliver personalised investment solutions to the mass affluent demographic, according to PwC.
With over half of advisers using managed accounts, HUB24’s head of managed portfolios has unpacked the benefits driving their usage and how they can be leveraged by advice practices.
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
ASX-listed platforms HUB24, Netwealth, and Praemium have used their AGMs to detail how they are using artificial intelligence to improve their processes and the innovative opportunities it presents.
