Results from the inaugural stockbroker asset allocation survey were published in April this year. It’s the only information available on how this important part of the market is implementing portfolios. Three interesting points to arise were that generating income was listed as the most important objective, portfolios were heavily skewed towards growth assets such as equities and more than 50% of brokers said they plan to review their client asset allocations within the year. With the new financial year well underway we’re inviting brokers, wealth managers and independent financial advisors to participate in the latest asset allocation survey. The anonymous survey takes just a few minutes to complete and participants can opt-in to gain early access to the survey insights report.
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