Investors ‘compelled’ to allocate more to high-risk assets
But most younger clients say performance impacts their mental health
Risk
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Young Brits gamble on high-risk products to compete with friends
UK regulator unveils £11m campaign to help inexperienced investors understand the market
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Should investors increase risk levels in multi-asset portfolios?
As expected lower returns for equity and bond markets will have knock-on effect
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How to educate clients on minimising risk
Hong Kong firm said it took a while to ‘convince’ investors about asset allocation and diversification
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Stagnating returns for under 40s pension savers
They are in low-risk schemes with no potential for better growth
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Do adviser biases risk muddying the water for clients?
‘It is important to be aware that people who seek advice are often very different to those who give it’
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Flaw in multi-asset funds exposes investors to greater risk
Close correlation between fixed income and equities to lead to ‘meagre returns’
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UK set to impose tougher rules for high-risk investments
‘We have already taken action by banning the mass-marketing of speculative mini-bonds’ says FCA
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Young people flock to high-risk investing
But are these thrill seekers playing with fire?
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Defaqto unveils drawdown tool
It ‘provides a step-change in the right direction for advisers with clients in the decumulation phase’
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Younger investors leave baby boomers behind
Use of online platforms means they are twice as likely to have made gains during pandemic
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What is the value of financial advice during a pandemic?
Planning should go beyond interest earned on investments