Clients ‘outliving their savings’ tops advisers’ list of concerns
71% of 200 advisers interviewed pointed to this as a major issue
Author: Alex Sebastian
-
-
PEOPLE MOVES: Evelyn Partners, LGT Wealth, Global X ETFs
Evelyn Partners adds to its Guildford office
-
Five ‘significant shifts’ in financial advice to expect by 2028
Nextwealth has published a report titled Future of Financial Advice
-
FCA’s Sheldon Mills issues fresh Consumer Duty warning
Mills’ speech given at an event hosted by KPMG
-
Blackburn man pleads guilty in £19m investment fraud case
Plea entered at Southwark Crown Court
-
PEOPLE MOVES: Quilter, Hawksmoor, JTC, Evelyn Partners
JTC has promoted Mark Fleming
-
FCA asks advice firms to provide Consumer Duty update
20 of the largest firms contacted regarding ongoing fees
-
Morningstar: Are basic allocation strategies still relevant?
New research report titled ‘Multi-Asset Investing: A Difficult Sport’
-
Vanguard rolls out hub for UK advisers
Vanguard 365 provides a range of educational content and events
-
Most investors not reviewing their pensions annually, research finds
Only 18% said they regularly review their funds
-
Fairer Finance launches Consumer Duty tool
Tool uses ‘complete and continuously maintained datasets’
-
Investors increasingly eyeing alternatives as volatility fears rise
Carne Group commissioned Pureprofile to interview 201 investors