Nearly half of advisers worried a platform could fail
Advisers would exclude a platform from their shortlist if it had a ‘B minus’ financial strength rating or lower
survey
-
-
Royal London says advisers delivering better value than last year
The Meaning of Value Report 2024 shows an increase in positive sentiment
-
AI expected to impact advisers more than regulation or ESG
‘It’s fascinating how quickly AI has become such a major issue for advisers’
-
Three quarters of advisers say client requests driving investment decisions
Just over half (52%) said they switch investments because of performance
-
Schroders: Global equities and private equity favoured despite election-heavy year
Global investors are looking through the ‘short-term noise’
-
Nearly half of advisers see the ‘great wealth transfer’ as an existential threat
Natixis estimates $84trn worth of assets are set to be passed on over the next 20 years
-
Nine in 10 professional investors foresee shift from equities to fixed income
Wealth managers and institutional investors plan to lock in gains from strong equities performance
-
SJP report finds key life events driving advice seeking
Nearly half of people (48%) who have accessed advice did so after a milestone
-
Schroders Personal Wealth: One in three women saving less than £100 a month
Only 15% of men are not reaching this threshold
-
Four in five advisers say clients are trading stocks more
A quarter of those quizzed (27%) said they expect a ‘dramatic increase’ in trading
-
Property increasingly targeted by advisers seeking diversification
Two thirds (67%) using UK direct property funds and 30% allocating to listed funds
-
Six in seven advisers have clients going leveraged long on stocks or shorting
Four in five advisers expect their clients’ use of leveraged ETPs to increase