Clients ‘very concerned’ about their adviser retiring soon
Many advisers are expected to retire over the coming five years
News
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Industry reacts to Kamala Harris candidacy and market moves as Biden bows out
Biden withdraws from presidential race, endorsing Vice President Kamala Harris in his wake
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What will the Labour government mean for UK bond performance?
Morningstar’s Evangelia Gkeka looks at the path for the UK bond market in the coming years
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UK dividends reach all-time high in Q2
Dividends were up 11.2% to a record-breaking £36.7bn, with UK banks more than making up for miners’ shortfalls
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Financial markets digest French election result
Potential for broader political instability across Europe
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Morningstar: 70% of clients choose savings over investments
Markets at all time-highs also putting off savers
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AJ Bell continues strong year as assets surpass £83.7bn in Q3
It attracted 25,000 new customers over the past three months, bringing its client base to 528,000
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CT Fund Watch: Number of consistent top-performing IA funds falls to 1.9%
IA Japan housed the most funds achieving consistent top quartile returns
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PEOPLE MOVES: Sparrows Capital, L&G, Nuveen, Liontrust, GQG, Callanish Capital, Wealth Club
Sparrows makes hire from 7IM
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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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Downing’s Paget: A question of diversification
What does diversification mean during this period of mega-cap domination? Downing’s Alex Paget takes a look
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King’s Speech: Pensions reform and economic growth take centre stage
While Keir Starmer’s government will plan to introduce a Budget Responsibility Bill