Chancery Lane Research: What advisers are getting wrong about risk
New white paper examines the limitations of modern portfolio theory
Research
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‘Generational divide’ between seasoned advisers and newcomers
‘Succession planning in an age of employees’ is the first of two reports
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Two thirds of advisers predict strong growth in clients
Researchers also found investment in technology is improving efficiency
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SJP says a third of investors shifted into cash as rates rose
Only 12% increased exposure to equities during this time
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Aegon says advised clients still facing tough times despite inflation drop
Researchers found 33% have received an increase in queries from clients since 2021
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Wealth managers increasingly convinced Bitcoin will top $100k
Wealth managers and institutional investors managing $1.7trn quizzed
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Clients ‘very concerned’ about their adviser retiring soon
Many advisers are expected to retire over the coming five years
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Two thirds of advisers say they need to improve asset class forecasting
Eight in 10 expect their company to invest more in performance forecasting
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Concern for regulation drops in year following Consumer Duty
Increased concern over retaining existing clients and technology
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More than half of advisers upping their AI spend
AI used to enhance internal processes rather than for client services
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Vanguard launches research centre to help advisers with ‘great wealth transfer’
The centre will offer insights on investing, portfolio management and financial planning
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A third of wealth managers struggling with three-month long onboarding
Only 13% of professionals surveyed said onboarding takes a week or less