Three things your clients may call you about this week...

10% rule

clock • 2 min read

From the 10% rule to investors fleeing absolute return funds - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend…

Stock market crash alerts ‘will panic investors into selling' Rules introduced in 2018 requiring fund managers to inform their clients of portfolio dips of 10% are being tested for the first time due to coronavirus, The Sunday Times reports. The newspaper spoke to wealth managers who have issued these notifications to their clients, which experts warn could only increase concern among investors. Tilney managing director Jason Hollands said most of the firm's portfolios were multi-asset and included bond exposure to help mitigate falls. "We've been emailing weekly updates to clie...

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

Advisers must 'step up their game' in improving client wellbeing

Advisers must 'step up their game' in improving client wellbeing

More clients turning to providers for wellbeing support

Sahar Nazir
clock 24 June 2025 • 1 min read
Almost half of UK investors turning to social media for financial advice

Almost half of UK investors turning to social media for financial advice

Many sources 'unregulated and unverified’

Sorin Dojan
clock 24 June 2025 • 2 min read
PA Asks: Would you back Farage's £250,000 'Britannia Card'?

PA Asks: Would you back Farage's £250,000 'Britannia Card'?

Reform UK leader unveiled one-off payment idea over the weekend

Professional Adviser
clock 24 June 2025 • 1 min read