New research from Cerulli Associates highlighted that only 29% of clients felt that their financial adviser had the highest level of expertise to run their portfolio. What should advisers draw from these stark figures and is a team approach needed?
The fact that emotions can so significantly impact investment decisions means the issue is becoming ever more important for advisers
New EU proposals require advisers to increase their knowledge of sustainable strategies but many see challenges ahead. Why?
Clients were faced with harsh realities last year and many are still reeling from the changes
Dividend complacency in 2020 meant many investors were shocked when companies halted payouts. What’s the outlook in 2021?
Just 1% not investing ethically
Run by Peter Michaelis, Simon Clements and Chris Foster
QE held at current pace but BoE signals tapering