Schroders adviser survey finds big uptick in use of multi-asset funds
This is being driven by concerns over CGT
Research
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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
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Schroders: Global equities and private equity favoured despite election-heavy year
Global investors are looking through the ‘short-term noise’
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Nearly half of advisers see the ‘great wealth transfer’ as an existential threat
Natixis estimates $84trn worth of assets are set to be passed on over the next 20 years
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Nine in 10 professional investors foresee shift from equities to fixed income
Wealth managers and institutional investors plan to lock in gains from strong equities performance
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SJP report finds key life events driving advice seeking
Nearly half of people (48%) who have accessed advice did so after a milestone
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Schroders Personal Wealth: One in three women saving less than £100 a month
Only 15% of men are not reaching this threshold
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Four in five advisers say clients are trading stocks more
A quarter of those quizzed (27%) said they expect a ‘dramatic increase’ in trading
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Property increasingly targeted by advisers seeking diversification
Two thirds (67%) using UK direct property funds and 30% allocating to listed funds