Surveys & research | Wealth Adviser

New Intelliflo paper helps advisers 'see business in 3D'

Thu, 18/04/2019 - 10:51

Intelliflo has published a new white paper aimed at financial advisers who are focused on expanding the size and revenue of their businesses. »

Evolving social behaviours are reshaping the client-adviser relationship, says new survey

Mon, 15/04/2019 - 14:17

Evolving social behaviours and technology innovations are reshaping investor preferences and rewriting the relationship roadmap for financial advisers, according to a new survey from Broadridge Financial Solutions. »

Many EMEA UHNWIs remain optimistic about global markets despite ongoing volatility, say JP Morgan

Mon, 15/04/2019 - 10:50

Many EMEA ultra-high net worth investors (39 per cent) continue to believe equities will be the best performing asset class over the next 12 months, according to JP Morgan’s Spring Private Client Survey. »

New Wilshire report reveals key trends in active management in 2018

Fri, 12/04/2019 - 09:38

US small cap stocks significantly underperformed large cap stocks by -6.2 per cent in 2018, generally hampering strategies that incorporate more of an equal weighting of securities versus their capitalisation-weighted indexes, according to Wilshire Consulting’s 2018 Active Management Review. »

Fine wine less volatile than other alternative investments, says new report

Thu, 11/04/2019 - 21:00

Fine wines have proven to be less volatile than other major alternative investments, and offer superior risk-adjusted returns as part of traditionally diversified portfolio, according to a new report by wine investment management specialist Cult Wines. »

Most advisers working towards SM&CR compliance, says Intelliflo survey

Thu, 11/04/2019 - 09:52

Most advisers are aware of the Senior Management and Certification Regime (SM&CR) that comes into force in December 2019 and almost two thirds (62 per cent) of advisers are well on the way to being compliant, according to a survey of 325 users of Intelliflo's Intelligent Office (iO) in March 2019. »

HNW market is growing opportunity for US advisory practices

Thu, 11/04/2019 - 09:40

The high-net-worth (HNW) and ultra-high-net-worth (UHNW) market has expanded at a record pace in recent years due to a combination of strong market performance and the creation of new wealth, providing significant opportunity for wealth managers able to service this segment appropriately. »

Brexit drives GBP62 billion offshore as UK fund investors flee to Dublin and Luxembourg, says Calastone

Wed, 10/04/2019 - 10:29

UK investors have moved a net GBP62 billion of their fund investments outside the UK since the Brexit referendum in June 2016, according to the latest Fund Flow Index (FFI) from global funds transaction network Calastone. »

VCT fundraising at highest level since 2005/06

Tue, 09/04/2019 - 12:34

The amount of money raised by Venture Capital Trusts (VCTs) in the 2018/19 tax year for investment in small businesses reached GBP731 million, the highest amount ever raised at the current level of 30 per cent up-front tax relief and the second highest amount since VCTs’ inception. »

Top advisers maintain focus on tax efficiency despite investor fears about market volatility and political turmoil

Mon, 08/04/2019 - 20:35

Market volatility and the political environment dominated investor discussions with advisers in the first quarter of 2019, according to Eaton Vance’s Spring 2019 Advisor Top-of-Mind Index (ATOMIX) survey. »