More than half (54%) of advisers have not adapted their investment processes over the course of the last two years, despite continued regulatory scrutiny, research from FE has found.
Nine in 10 (91%) advisers told the data provider they now used an 'attitude to risk' questionnaire at the outset of discussions with clients about their risk appetite - up from three-quarters (76%) in...
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Q2 net sales dropped almost 50%
‘Important to have an anchor’
Lack of innovation for solutions