Surveys & research | Wealth Adviser

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Pension schemes plan to convert GMPs into other benefits

Tue, 12/02/2019 - 10:32

Seventy eight per cent of pension Trustees and Sponsors expect to convert Guaranteed Minimum Pensions (GMP) into other benefits when implementing equalisation, according to new research from Willis Towers Watson. »

Fund flows turn positive in January but underlying trend is weak, says Calastone

Mon, 11/02/2019 - 10:57

Fund inflows recovered in January, after December saw the worst reading in two years, according to the latest Fund Flow Index (FFI) from funds transactions network Calastone. But there is little evidence that the more positive figures represent a sea change in investor sentiment. »

New survey reveals unintended consequences of MiFID II

Mon, 04/02/2019 - 10:55

One year since the implementation of MiFID II, a new survey of fund managers and mid and small-sized quoted companies reveals that the new regulation has had a detrimental impact on demand and liquidity for small and mid-cap stocks, as the availability and quality of analyst research continues to decline. »

Family offices increasing hedge fund allocations in 2019

Thu, 31/01/2019 - 10:18

Hedge fund allocations from the fast-growing family office sector are set to increase during 2019, according to data released by Family Office Networks (FON). »

Investors’ outlook on bonds improves as market volatility increases, says CFA UK survey

Wed, 30/01/2019 - 10:34

CFA UK’s latest quarterly Valuations Index, measuring investors’ perceptions of the value of equities, bonds and gold in Q4 2018, reveals a positive shift in investors’ outlook on both government and corporate bonds, which have consistently been perceived as overvalued by the majority of investors in recent quarters. »

Advisers have welcomed Best Interests duty, says new research

Wed, 30/01/2019 - 09:31

Research released today by HUB24 Limited, conducted with over 300 Australian financial advisers, has shown the Best Interests Duty (BID) has been overwhelmingly welcomed since its introduction in 2013. »

Dividends to provide a welcome cushion for investors in an uncertain 2019, says new report

Tue, 29/01/2019 - 09:15

Amidst an uncertain political backdrop, dividends look set to remain an important anchor for investors in 2019, according to new analysis by Allianz Global Investors, one of the world’s leading active investment managers. »

UK financial advisers to increase client allocations to infrastructure funds

Mon, 07/01/2019 - 10:54

UK infrastructure’s rapid transition from a niche to an increasingly mainstream asset class has been underlined by a new study, which reveals that over six-in-ten (62 per cent) financial advisers are looking to increase their clients’ allocation to infrastructure over the next three years, a dramatic increase from 32 per cent last year. »

Financial advice at retirement is more important than ever, says Punter Southall

Thu, 20/12/2018 - 09:22

Research from AXA has highlighted that people tend to use three different sources when looking for financial advice. Financial advisers topped the list, with 43 per cent identifying them as a key source, 42 per cent used the internet, and information provided by banks, savings and investment providers was the choice of 30 per cent. »