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schroders

Advisers found to have a disconnect with female clients

Your profession

Advisers found to have a disconnect with female clients

Only 22% ensure reviews of financial plans always include both partners

clock 08 March 2024 • 2 min read
Schroders wealth arm posts record high AUM of £110bn

Your profession

Schroders wealth arm posts record high AUM of £110bn

This marks an increase from £98.1bn last year

clock 29 February 2024 • 2 min read
Parmenion adds PAM, Hymans Robertson and Albemarle MPS ranges

Investment

Parmenion adds PAM, Hymans Robertson and Albemarle MPS ranges

A total of 11 new model portfolio solutions added to adviser platform

clock 08 February 2024 • 2 min read
Schroders CEO: 'Private is a much easier place to exist than public'

Regulation

Schroders CEO: 'Private is a much easier place to exist than public'

Peter Harrison says he is 'not quite sure we can solve the problem'

clock 02 February 2024 • 3 min read
Majority of advisers expect 'challenging' climate for 12 months

Your profession

Majority of advisers expect 'challenging' climate for 12 months

'Uncertainty and volatility likely to persist’

clock 30 January 2024 • 1 min read
Advisers fear wealth transfers may lead to loss of business

Your profession

Advisers fear wealth transfers may lead to loss of business

An increasing number of advisers concerned about ‘losing business'

clock 18 December 2023 • 1 min read
Over half of clients more concerned about capital loss than inflation

Your profession

Over half of clients more concerned about capital loss than inflation

Inflation is still double the BoE’s target despite dropping from its record high

clock 18 December 2023 • 1 min read
Advisers now view AI as opportunity for firms rather than a threat

Your profession

Advisers now view AI as opportunity for firms rather than a threat

Many think AI could be useful for efficiency and automation

clock 15 December 2023 • 1 min read
Consumer Duty business impacts expected by advisers

Your profession

Consumer Duty business impacts expected by advisers

More advisers believe Consumer Duty will have a ‘high impact' on their firm

clock 15 December 2023 • 1 min read
More advisers avoiding clients with under £50,000

Your profession

More advisers avoiding clients with under £50,000

Advisers now less willing to take on new clients with limited assets

clock 15 December 2023 • 1 min read
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