If a client 'needs' a higher rate of investment return than the portfolio they are likely to be comfortable with is expected to earn, writes Greg Davies, then they need better needs, not riskier investments
Should the return a client ‘needs' to meet their set of goals be a consideration when deciding how much risk to take with a portfolio? It is a tempting thought, it is easy enough to calculate and it certainly...
Kept details private
Commits to doubling ESG ETF options to 150 among other actions
FCA in High Court victory
Annual growth of 0.6% weakest for more than seven years
It’s unlikely that any end-of-year quizzes asked which part of the market was most unpopular with UK investors in 2019, writes Laura Suter, but it’s a pretty interesting answer...
For 2022 Winter Olympics
30 years experience
It’s The Pro Adviser Podcast
A storm has caused havoc in the adviser platform market over the last couple of years, says Tom Ellis, but advice firms will no doubt be expecting to see some sunshine soon
£3.4bn released last year