Should the advice market rethink the 60/40 portfolio approach?
There is a debate whether the strategy is dead
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There is a debate whether the strategy is dead
Despite increasing interest, they do remain a ‘niche product’
Clients may have a ‘dangerous strategy’ in place
As 40% of HNWIs do not have a formal inheritance plan
22% have reduced their pension contributions
Risk appetite, knowledge, experience and amount of wealth all important things to consider
It has appointed ex-Abrdn BDM as director of intermediary sales to run the operation
First comic to feature Superman sold for $3.25m, while a rare Tom Brady trading card valued at $1.3m
All clients with relationship managers in the UAE ‘will now be looked after by the London office’
Sport has seen its fair share of problems when it comes to financial planning
Clients feel alienated as wealth managers forget how much they value a personalised approach
Changes at the top for UK compensation scheme, while BlackRock eyes Asian expansion