New research from Quilter Financial Planning’s behavioural consultancy has found that 77 per cent of female paraplanners do not want to become financial advisers compared to just 38 per cent of male paraplanners.
Research & Analytics
UK financial services firm Hargreaves Lansdown’s research team has expanded to cover ETFs as well as trackers, and actively managed funds and investment trusts.
Investment Metrics, the firm which provides analysis on investment factors for institutional investors, has examined four ‘regions’, the US, Europe, Emerging Markets and Australia, to understand how factors performed throughout April 2022.
New data from eToro reveals that DIY investors are pessimistic about the outlook for the global economy amid signs that the recovery is slowing in many major economies.
New research from wealth manager Quilter, gathered by YouGov, has shown that Brits saved almost GBP4 billion as a result of the Omicron variant disrupting social plans during the festive period.
Research reveals concern over the level of understanding some wealth managers have for clients’ risk tolerance levels
A survey of 167 people who have taken professional advice on their investments over the past five years, reveals 29 per cent were not convinced their wealth manager understood their attitude towards risk when it came to investing.
Philippa Aylmer writes that client experience will be the new battleground as wealth management firms face significant revenue and margin pressures in the coming year, quoting the latest CapGemini survey, with competition intensifying for large financial services firms as they learn to live with the rise of new digital players.
STEP research shows dramatic increases in modern, complex families seeking wealth and succession planning advice
Nearly two thirds (63 per cent) of wealth and succession planning advisors say that complex, cross-border, mixed-ethnicity and cohabiting families now make up a meaningful proportion, or in some cases the majority, of the families they advise.
High-net-worth-individuals (HNWIs) in the UK have a positive outlook for the prospects of the economy but are less confident when it comes to their own money – with almost two-thirds saying they feel ‘anxious’ about their wealth, according to the inaugural Saltus Wealth Index.
Some 1.3 million UK investors believe either that they are not on track with their financial plans or have been completely thrown off course due to the COVID-19 pandemic, suggests a new study by Capital Group, one of the largest and most experienced investment companies in the world, with assets under management of GBP2.6 trillion.