Thank you to our inaugural 'Weekly Adviser Movements’ video sponsor, Loomis Sayles Global Equity Fund
A shout out to some of this week’s switchers with Leanne Rudd switching to Akambo Financial Group, Kosta Atanasov
to Interprac and Simson Jingga switching to Synchron.
This week’s biggest gain goes to Alliance Wealth and congratulations to new CEO John Shuttleworth.
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"Hey Rodney - if it makes the top 6 or 7, I will usually show (eg M3 had 2 advisers leave and 1 join this week). In some instances, if it's a bulk movement from say Financial Services Partners to M3 (internal transfer), I will make mention of it, but don't want to skew the numbers of "real movement""
Angus Woods 11:01 on 12 Aug 21
"Quick question, I noticed you do not show the some of the IOOF companies such as Millennium3 , why is that? "
Rodney Cox 17:52 on 11 Aug 21