Allfunds expands platform partnership with Rathbones
First partnered with Rathbones Investment Management International
Investec Wealth and Investment
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Rathbones rolls-out Iress Xplan in financial planning unit
Xplan will also be used for integration with Investec Wealth & Investment
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Clients ‘very concerned’ about their adviser retiring soon
Many advisers are expected to retire over the coming five years
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Men first use an adviser six years earlier than women
Research also looked at how people find an adviser
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Advisers should expect ‘surge in new clients’
Investec Wealth & Investment found many stockmarket investors considering seeking advice
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Adviser exodus looms with half planning to retire in the next five years
One in three said they intend to retire before age of 50
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Nine in 10 advisers expect sector M&A to accelerate
Smaller companies finding it increasingly harder to compete
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Investec W&I suffers £600m net outflows following investment manager departures
Offset Rathbones’ positive wealth management inflows over the quarter
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A third of advisers’ clients signed up for their advice in last two years
Researchers also found 56% of clients wish they had started earlier
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Nearly all advisers say they expect use of DFMs to increase
Consumer Duty playing a role in driving the trend