Property increasingly targeted by advisers seeking diversification
Two thirds (67%) using UK direct property funds and 30% allocating to listed funds
survey
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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
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Wealth managers increase allocation to digital assets
60% of wealth managers surveyed estimate they will have more than 3% of assets invested in digital assets
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Two thirds of advisers predict strong growth in clients
Researchers also found investment in technology is improving efficiency
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SJP says a third of investors shifted into cash as rates rose
Only 12% increased exposure to equities during this time
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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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Wealth managers increasingly convinced Bitcoin will top $100k
Wealth managers and institutional investors managing $1.7trn quizzed
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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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Two thirds of advisers say they need to improve asset class forecasting
Eight in 10 expect their company to invest more in performance forecasting
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Concern for regulation drops in year following Consumer Duty
Increased concern over retaining existing clients and technology
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Two in three wealth managers still bullish on equities halfway through election-packed year
Sentiment towards equities has improved markedly over the past year
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One in five clients leave wealth firms due to complaint handling
Complaints procedures ‘still leave a lot to be desired’