AR data launches some exciting new segments for our Weekly Adviser Movement videos.
With Adviser numbers declining to 18,950 this week and almost 3.5 billion of the Funds Under Advice now ‘in flux”, Angus presents a new slide, breaking down the wider impact of these adviser exits. This week we look at the Platforms most impacted including, BT Panorama and Netwealth’s, Hub 24.
Tune in weekly as we delve further into to these exit insights and look at some of the products and solutions most impacted.
Who’s new? This week we begin to highlight new advisers joining the advice profession and we welcome Alicia Honey as she joins Charter Financial Planning.
A shout out to our switchers with Philippa Hunt switching to Wealthmed and Mike Allanson to Life Plan FP
Thanks to our video sponsor, Loomis Sayles Global Equity Fund, now trading on the ASX as LSGE.
Article by:
Comments0