Around two-fifths (38%) of advisers run client portfolios on an advisory basis, Defaqto has found, suggesting intermediaries may have regained confidence with investment management post-RDR.
The 2017 figure was up from a quarter (24%) of advisers who said they managed client portfolios on this basis in 2016. This was the most popular method of adviser investment portfolio business split...
Coronavirus 'knocked positive momentum'
$17trn of debt is now ‘paying’ a negative yield
Chris Forgan to take charge
Manager cites liquidity risk for changes
SIFA conference 2019
Adds £60m of assets
Up to £2,500 a month