Advice clients demanding broader direct investment access
Rathbones research found increased demand for ETFs, investment trusts, equities, bonds and private markets
Research
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Majority of advisers interested in specialist IHT support
Only half (52%) believe their firm is ‘very experienced’ in IHT planning
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Nine in 10 advisers involve clients’ family in ‘great wealth transfer’ planning
Research by Quilter Cheviot and the Lang Cat
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One in three wealth managers have cut US exposure
The ARC Market Sentiment Survey polled 78 investment management CIOs
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Professional investors targeting risk-on assets to meet retirement needs
Only 60% of investors surveyed said they are prepared financially for longer life cycles
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Advisers’ ongoing fees creeping up towards 1%
NextWealth report explores pricing structures, fee trends and how advisers are adapting
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Advisers eyeing rising Business Relief demand as IHT squeeze nears
Research carried out on behalf of asset manager Downing
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Schroders adviser survey finds big uptick in use of multi-asset funds
This is being driven by concerns over CGT
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NextWealth finds MPS assets jumped by a third in a year
Report also found costs have almost halved
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Royal London says advisers delivering better value than last year
The Meaning of Value Report 2024 shows an increase in positive sentiment
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AI expected to impact advisers more than regulation or ESG
‘It’s fascinating how quickly AI has become such a major issue for advisers’
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Three quarters of advisers say client requests driving investment decisions
Just over half (52%) said they switch investments because of performance