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According to Philip Story, senior executive officer and head of distribution EMEA at Investors Trust Assurance, while staggering, this sort of statistic provides advisers and insurers with a great deal of opportunity.
“Making sure the advice gap is filled as best we can is crucial to ensure people get to retirement with the money they want,” he said.
Investors are scurrying to lock in decade-high yields before rate hikes bring then down to earth
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
Rogier Quirijns of Cohen & Steers and Rathbones’ Craig Brown on the outlook for the property sector
Equity holdings in multi-asset funds surpassed their long-term average
It gained £300m in new money during the first quarter, down from £700m at the start of 2023
Passive funds were the most popular purchase, accounting for 74% of all sales over the period
