Clients ‘very concerned’ about their adviser retiring soon
Many advisers are expected to retire over the coming five years
Rathbones
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How will UK markets be influenced by Rachel Reeves and the Labour Party?
Industry predicts effect of Labour majority on UK equities and gilts
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PEOPLE MOVES: Brooks Macdonald, Close Brothers, Canaccord Genuity WM, Rathbones, LGIM, JPMorgan AM
Andrew Shepherd to retire
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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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Rathbones: 81% of investors expect UK equity growth over next year
Survey among wealth managers, financial advisers and financial planners
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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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Head to head: Lost property
Rogier Quirijns of Cohen & Steers and Rathbones’ Craig Brown on the outlook for the property sector
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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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Tatton tops Defaqto DFM satisfaction study
Brooks Macdonald and Waverton Investment Management also performed well
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Investec gives projected profit increase ahead of Rathbones merger
Full-year results expected 23 May