69% of advisers are unprepared for the biggest wealth transfer in history
Older generations are set to pass down $72.6trn over the next 20 years, but advisers will only capture £5.5trn of it
advisers
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Wesleyan: Advisers turn to smoothed funds to mitigate volatility
63% of advisers believe volatility from central bank decisions and elections could threaten returns
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Square Mile: Capital growth funds tussle with income funds for advisers’ attention
Aegon Diversified Monthly Income took the top spot for the most-searched fund
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T. Rowe Price to run income model portfolio for Mattioli Woods
Head of multi-asset solutions Yoram Lustig and multi-asset solutions strategist Michael Walsh named investment advisers
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Mattioli Woods eyes ‘robust acquisition pipeline’ as assets inch down to £15.2bn
Group revenue up 8% to £59.1m in the second half
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60% of advisers concerned about losing capital Schroders survey reveals
As well as 69% of advisers anticipating that the Consumer Duty’s ‘fair value’ outcome will exert pressure on ongoing charging models
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Discretionary MPS assets grow despite client performance concerns
While charges continue to fall year-on-year, according to NextWealth’s MPS Proposition Comparison Report
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AIC survey: Advisers and wealth managers ‘deeply sceptical’ about fund sustainability claims
Only 24% of advisers see ESG investing bolstering investment company performance
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BNY Mellon IM launches portfolio analysis service
Aims to enable advisers to pinpoint strengths and weaknesses in portfolios
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Square Mile: Advisers eye income funds over capital accumulation
Legal & General most searched passives provider, according to fund research firm’s market intelligence report for Q3
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Quilter Cheviot’s MPS available on three additional platforms
Taking the total number of adviser platforms using the MPS to 15
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Advised platform net sales hit all-time low
As outflows rise to their highest quarterly level
