Five things your clients will call you about this week

clock

Nationals round-up: The value of wealth managers, a new product enters the divorce fray and a look at the star fund managers of the future.

Wealth managers The FSA recently issued a warning about the way some wealth managers were matching clients' portfolios to their risk profiles and the Sunday Times followed this up with its own investigation. It found the industry is "far from transparent when it comes to revealing details of performance and charges" and suggested few wealth managers offered much extra value compared to a unit trust. However, there were some exceptions providing standout performances, including Taylor Young Investment Management, Veritas Asset Management and Ruffer. Stars of the future The likes of An...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advice firms to gain integrated compliance tools as Saturn acquires Ateb Suitability

Advice firms to gain integrated compliance tools as Saturn acquires Ateb Suitability

Move brings regulatory expertise in-house to strengthen AI-backed suitability tools for advisers

Sahar Nazir
clock 14 May 2025 • 2 min read
Leveraging client data to reassure during uncertain times

Leveraging client data to reassure during uncertain times

Advisers must make use of personalised insights during market turbulance

Louis Williams
clock 14 May 2025 • 4 min read
PA Asks: Which celebrity would you most like as a client?

PA Asks: Which celebrity would you most like as a client?

Do you ever use emojis when communicating with clients? And are clients interested in thematic ETFs?

Professional Adviser
clock 14 May 2025 • 1 min read