Dealer group survey launched

Dealer group survey launched

Momentum Media, the publisher of InvestorDaily, has launched the third annual Dealer Group of Choice survey which aims to take the pulse of the financial planning community.


The 2016 Dealer Group of Choice survey, now in its third year, gauges the opinion of over 1,000 financial advisers about their current licensee — as well as their willingness to ‘jump ship’.

The survey results are collated into a report that provides pivotal insights into which organisations offer the highest levels of support, and where some fall short.

Key takeaways from the survey will be shared with readers via Momentum Media’s suite of titles.

Completing the survey takes less than five minutes and all respondents will get the chance to win a 20-year-old bottle of Penfolds Grange. The survey will close on Monday 8 August.

Momentum Media head of wealth Russell Stephenson said the survey is open to all advisers and financial planners across Australia.

“This a great opportunity for advisers to tell us what makes for a great dealer group — and what some organisations need to do to improve,” Mr Stephenson said.

InvestorDaily has a remarkably switched-on audience, and I encourage readers to make their voices heard so we can learn about the current state of the dealer group market.”

Exclusive details of the 2016 Dealer Group of Choice survey will be revealed at the Wraps, Platforms and Masterfunds Conference in the Hunter Valley on 14-16 September. Book your ticket here.

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