Money Management Investment Research Survey
Money Management's recent Rate the Raters survey found while most ratings houses were well regarded by dealer groups there were some mixed views on the varying business models employed. Money Management would like to gauge your views on investment research.
Please assist us by completing this short survey.
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Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice.
Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved.
WIth only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool for client retention.
As the government announces a public inquiry into the collapse of Dixon Advisory, risk adviser Richard Silberman has detailed the three areas that typically lead to an AFSL's collapse.
