SJP says a third of investors shifted into cash as rates rose
Only 12% increased exposure to equities during this time
Only 12% increased exposure to equities during this time
Researchers found 33% have received an increase in queries from clients since 2021
Wealth managers and institutional investors managing $1.7trn quizzed
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