How should investors behave during market turbulence?
Instinct to sell is understandable, but it is important to remember that ‘investments rise and fall’
Best Practice
-
-
True Potential chairman and founder receives knighthood
For his services to business, education, and social mobility
-
JP Morgan WM sets up remote advice business in US
To reach out to a ‘whole new set of clients’
-
Just 1% of advisers trust funds’ sustainability claims
But most agreed that ‘investments should make a positive difference as well as a financial return’
-
12% of Brits receive unsolicited pension transfer approach
‘Cost-of-living crisis might be a route in for scammers’
-
Advisers fear clients will not meet retirement goals
Savers with IFAs have greater clarity on how much money they need to have in later life
-
UK financial advice firm unveils legal arm
To address client needs without having to outsource to third-party providers
-
Should HNWs revisit financial plans amid rising costs and inflation?
Retirement, inheritance and gifting strategies may need to be adapted
-
UK couples split pensions in just 13% of divorces
Numbers low even among those who included a financial settlement and women stand to lose out most
-
Advisers ‘can’t afford to delay preparations’ for Consumer Duty
They are in ‘real danger’ of letting the FCA’s deadline pass them by
-
Impulsive investment decisions most common client mistake
‘Excellent strategies’ fall by the wayside because customers ‘can’t stick to the plan’
-
Adviser network unveils ESG research platform
To cut down the complexities of making recommendations to clients