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’
Risk
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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
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Covid-19 shows long-term investment mindset of women
While men seem more worried about how the pandemic may affect their money
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HSBC rolls out enhanced portfolio service in Asia
To offer wealthy clients similar tools to the ones used by institutional investors
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DBS bank unveils portfolio tool for advisers in Asia
To help them with performance assessment reports, risk exposure and investment opportunities
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Controlling risk in multi-asset portfolios
A lack of volatility does not mean there is an absence of risk
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Advisers caught between cost and compliance
As they look to technology to mitigate rising business risks