Four in five advisers say clients are trading stocks more
A quarter of those quizzed (27%) said they expect a ‘dramatic increase’ in trading
Research
-
-
Property increasingly targeted by advisers seeking diversification
Two thirds (67%) using UK direct property funds and 30% allocating to listed funds
-
Six in seven advisers have clients going leveraged long on stocks or shorting
Four in five advisers expect their clients’ use of leveraged ETPs to increase
-
UK climbs two places in Natixis IM retirement security index
Outperforming France and the United States thanks to increases in health spending
-
Chancery Lane Research: What advisers are getting wrong about risk
New white paper examines the limitations of modern portfolio theory
-
‘Generational divide’ between seasoned advisers and newcomers
‘Succession planning in an age of employees’ is the first of two reports
-
Two thirds of advisers predict strong growth in clients
Researchers also found investment in technology is improving efficiency
-
SJP says a third of investors shifted into cash as rates rose
Only 12% increased exposure to equities during this time
-
Aegon says advised clients still facing tough times despite inflation drop
Researchers found 33% have received an increase in queries from clients since 2021
-
Wealth managers increasingly convinced Bitcoin will top $100k
Wealth managers and institutional investors managing $1.7trn quizzed
-
Clients ‘very concerned’ about their adviser retiring soon
Many advisers are expected to retire over the coming five years
-
Two thirds of advisers say they need to improve asset class forecasting
Eight in 10 expect their company to invest more in performance forecasting