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
survey
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‘Advice gap’ grows in 2024 with 12.4m people falling in
The headline number includes 9.2 million ‘low confidence non-advised’ investors
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Two thirds of advisers advising on cash after spike in client demand
Up 47% since a similar survey carried out in 2021
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A third of advisers’ clients signed up for their advice in last two years
Researchers also found 56% of clients wish they had started earlier
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UK investors growing wary of impact investing
American Century Investments spoke to around 1,000 investors
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Private investors and wealth managers becoming keener on investment trusts again
216 investors quizzed for the annual UK Investment Trust Study.
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Clients ‘outliving their savings’ tops advisers’ list of concerns
71% of 200 advisers interviewed pointed to this as a major issue
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Most investors not reviewing their pensions annually, research finds
Only 18% said they regularly review their funds
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Investors increasingly eyeing alternatives as volatility fears rise
Carne Group commissioned Pureprofile to interview 201 investors