Tatton, Quilter and Timeline on track to dominate MPS market
Costs falling as money increasingly shifts into passives
Research
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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
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Orbis and Schroder funds added to Scopic Multi Asset Research Service
Orbis Oeic Global Cautious fund and the Schroder Global Multi Asset Portfolio
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UK investors growing wary of impact investing
American Century Investments spoke to around 1,000 investors
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Private investors and wealth managers becoming keener on investment trusts again
216 investors quizzed for the annual UK Investment Trust Study.
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Clients ‘outliving their savings’ tops advisers’ list of concerns
71% of 200 advisers interviewed pointed to this as a major issue
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Most investors not reviewing their pensions annually, research finds
Only 18% said they regularly review their funds