Chancery Lane Research: What advisers are getting wrong about risk
New white paper examines the limitations of modern portfolio theory
Retirement
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Premier Miton’s David Jane: Should clients ‘income cost average’?
The multi-asset manager lays out a different way to think about investing
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Aegon launches ‘red, amber, green’ pension transfer ratings
The firm has collaborated with The Pension Lab
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The role of risk capacity in retirement income advice
Oxford Risk’s Greg B Davies says sufficiently robust calculation methodology is lacking
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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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Are decumulation strategies fit for purpose?
Experts weigh in on whether the advice industry is getting it right
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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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French election: ‘Worst-case scenario’ avoided, but fresh uncertainty looms
‘It’s possible that asset allocations to France will be permanently reduced’, says Carmignac’s Frederic Leroux
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BNY Mellon’s Parkin: A natural response to the FCA’s retirement review
Advisers need to utilise a suite of solutions to meet clients’ needs, writes BNY Investments’ Richard Parkin
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Invesco adds income fund to Summit multi-asset range
Designed for clients seeking reliable income during retirement
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Advisers should expect ‘surge in new clients’
Investec Wealth & Investment found many stockmarket investors considering seeking advice
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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