Advisers vs. COVID-19: survey
Money Management is asking advisers to share their thoughts on how the COVID-19 crisis is affecting their business continuity and how advisers are coping with an increased number of clients’ enquiries.
As global markets have been going through one of their most volatile and unpredictable periods times, financial advisers are working under increased pressure from clients and under strict self-isolation measures which significantly hamper their ability to conduct business.
On top of that, they need to continue to offer support to their clients at a time when many of them are making life-changing decisions with regard to their own financial situation.
If you wish to voice your concerns please complete our brief anonymous survey.
AUTHOR
Oksana Patron
Recommended for you
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.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
