Clients ‘very concerned’ about their adviser retiring soon
Many advisers are expected to retire over the coming five years
Many advisers are expected to retire over the coming five years
Eight in 10 expect their company to invest more in performance forecasting
Increased concern over retaining existing clients and technology
AI used to enhance internal processes rather than for client services
The centre will offer insights on investing, portfolio management and financial planning
Only 13% of professionals surveyed said onboarding takes a week or less
Sentiment towards equities has improved markedly over the past year
Complaints procedures ‘still leave a lot to be desired’
Research also looked at how people find an adviser
Investec Wealth & Investment found many stockmarket investors considering seeking advice
JM Finn publishes report entitled Wealth in Women’s Hands
Only 13% looking to increase their investments in the UK market