The market downturn in March and April 2020 that abruptly ended a 12-year bull run in equities presented rare buying opportunities not seen since the end of the last recession in 2009, and with millions of Americans now working at home, people are devoting more time to day trading in lieu of other activities, according to the latest Cerulli Edge – US Retail Investor Edition.
Defaqto has launched dedicated ESG Reviews, whiche are now available through its financial planning software, Defaqto Engage, and provide an easy way for advisers to access the data they need.
By Linda Zhang (pictured), CEO, Purview Investments – "While writing this piece in Manhattan, I can’t imagine what New York City would be like if it were shut down for 24 hours.” This was how I started a publication about the impact of the Covid-19 shutdown in China on the world economy and capital markets in late February. A couple of weeks later, the city entered a state of shelter in place. Five months later, my beloved city and many parts of the world are still in various states of shutdown.
Advisers must be more creative in attracting new clients for future survival, according to new research
The Future of Advice – Beneath and Beyond, a new paper from independent analysts AKG and co-sponsored by wealth manager Charles Stanley, reveals that the most enduring and profitable advised opportunity is linked to the various retirement life stages of baby boomers and propositions must be developed to ride the wave of those in and approaching retirement.
In the last two years, just 10 per cent of the UK has taken paid-for financial advice, according to OpenMoney's latest 2020 Advice Gap Report.
It has been well over 100 days since that fateful day in late March when the Fed stepped in and said they would start buying Corporate Bonds as part of a much wider plan to help avoid a broader market collapse as outflows from Fixed Income funds ran riot.
In a survey conducted amongst 3,000 adults in the UK, 77.5 per cent said that the recent pandemic has made them realise the importance of having savings to fall back on.
Investors should not ignore Asian high yield bonds as they are much safer investments than their generous returns suggest, says Haig Bathgate of Seven Investment Management (7IM).
Quilter research reveals that just 27 per cent of an adviser’s typical target market would speak to a financial adviser if they received GBP500,000 tomorrow
Investor perceptions towards investment advice have changed as a result of Covid-19 induced volatility, according to key findings from DIAMAN Partners Ltd, an investment management fintech.
Financial advisers are keen to retain the ability to provide remote advice through video technology, a survey of around 300 of Quilter’s advisers has revealed.
People would be more likely to invest in companies with high ESG scores if there was a simpler ESG rating system, according to online research for HSBC Global Asset Management by YouGov.