Should investors increase risk levels in multi-asset portfolios?
As expected lower returns for equity and bond markets will have knock-on effect
As expected lower returns for equity and bond markets will have knock-on effect
‘Ability of the adviser to address and tackle the core issues of vulnerable clients and family disputes will be vital’
There is ‘a huge opportunity for further education and guidance’ on inheritance tax planning
Lack of retail interest in asset class ‘is interesting as it goes against’ the institutional market
Data shows that inclusive firms perform better, but ‘treating people equally is the right thing to do’
But next year marks the first time the rise will not be in line with the model
‘Industry is still some way from providing standard definitions’ for sustainable investing
As the company sees further M&A opportunities in cross-border and expat advice markets
To provide members with financial planning, investment management and tax planning services
It is ‘important each party understands the structure of the arrangements they set up’
Insurer makes board changes, while US giant names head of global centres in India
‘Firms have become much bolder and more innovative in their attempts to solve a long-standing problem’