Last chance to Rate the Raters
Today is the last chance to have your say on the operations and performances of Australia’s leading research and ratings houses.
Fund managers have already had their say, now financial planners are invited to tell us what they think in the Money Management Rate the Raters survey.
Financial planners are asked to rate research houses on a range of criteria, including corporate strength, staff, client service, website information and tools, fund and company research, asset allocation research, model portfolios, consulting, and overall value for money of services offered.
To have your say go to www.surveymonkey.com/s/673LJZ6.
The survey closes at the end of business today.
Recommended for you
Money Management examines the share price of financial advice licensees over one year to 31 March, with M&A actions in the final quarter having a positive effect for two licensees.
A $3.5 million settlement for victims of Melissa Caddick has been approved by the Federal Court following an initial agreement last December.
The Reserve Bank of Australia has delivered its first rate decision since the introduction of a new board structure last month.
Digital advice provider Otivo has launched an interactive tool, powered by artificial intelligence and Otivo’s own advice engine, to help answer client questions.