Advisers should expect ‘surge in new clients’
Investec Wealth & Investment found many stockmarket investors considering seeking advice
Research
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Women value ‘personal service’ from wealth managers more
JM Finn publishes report entitled Wealth in Women’s Hands
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Election prompts four in 10 investors to tweak portfolios
Only 13% looking to increase their investments in the UK market
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Adviser exodus looms with half planning to retire in the next five years
One in three said they intend to retire before age of 50
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Advisers need better ‘emotional intelligence and empathy’ report says
The Financial Advice Paradox report highlighted areas for improvement
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Tatton, Quilter and Timeline on track to dominate MPS market
Costs falling as money increasingly shifts into passives
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‘Advice gap’ grows in 2024 with 12.4m people falling in
The headline number includes 9.2 million ‘low confidence non-advised’ investors
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Four in five advisers say clients broadening range of assets held
Advisers said clients are building ‘more international and diversified portfolios’
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Nine in 10 advisers expect sector M&A to accelerate
Smaller companies finding it increasingly harder to compete
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A third of advisers’ clients signed up for their advice in last two years
Researchers also found 56% of clients wish they had started earlier
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Square Mile hires two to research and consulting team
Martin Ward and Ittan Ali to join the team
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Morningstar appoints director of UK manager research
Monika Calay was previously director of passive strategies research