‘Advisers should consider personal circumstances when it comes to investment’
‘Advisers need to address the next generation as a new client segment’
‘You are not struggling for clients, so it is a great place to be.’
‘It does feel like the wind has been in our faces over the past few months’
‘On the positive side, there is a big market to be served’
Allowing advisers to engage with listed firms on sustainability issues
‘Firms must offer compelling reasons for advisers to stay’
Around 46% started using an adviser when they were 40 or older
LGIM will provide five tailored model portfolios for AIM’s clients
Take a look at some of the news and feature highlights of the last month