schroders

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
Advisers note extant bearish sentiment among tense clients

Your profession

Advisers note extant bearish sentiment among tense clients

Schroders says clients more bearish now than May 2023

clock 15 December 2023 • 1 min read
Majority of women not concerned about gender of their adviser

Your profession

Majority of women not concerned about gender of their adviser

Three-quarters of women are not influenced by their adviser’s gender

clock 30 November 2023 • 1 min read
Fit for purpose: Investors must revisit strategies as world order shifts

Investment

Fit for purpose: Investors must revisit strategies as world order shifts

But what if things really are different this time?

clock 16 November 2023 • 6 min read
Partner Insight: Combining strategic and dynamic asset allocation to deliver better outcomes for your clients

Multi-Asset

Partner Insight: Combining strategic and dynamic asset allocation to deliver better outcomes for your clients

clock 08 November 2023 • 8 min read
Partner Insight: Better value for less cost - Renewed opportunity in MPS

DFM & Model Portfolios

Partner Insight: Better value for less cost - Renewed opportunity in MPS

Professional Advisor has partnered with Carmignac, Invesco, LGIM, Quilter, Schroders and Tatton to bring an exclusive guide that explores the trends driving the increasing use of the model portfolio services.

clock 24 October 2023 • 1 min read