Advisers fear 50% of their clients' assets will exit their firm with them

The Rathbones-owned firm's most recent survey of planners uncovered that more than a third (35%) expect to retire before turning 50, despite concerns that a large amount of assets under management at their firm will be taken elsewhere. Just under half (48%) of surveyed advisers think their firm will keep between 50% and75% of the client assets they currently manage, with only 1% declaring their firm plans to keep between 75% and 100%. According to Investec Wealth & Investment estimations, 22% of advisers in the UK plan to retire within the next three years, 27% within the next four ye...