News

Advisers reminded that clients will value extra reassurance

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

Schroders says clients more bearish now than May 2023

The majority of widowed women leave their adviser within a year

Internal succession planning model could be set for a radical overhaul

Aims to provide markets with greater confidence in ESG data

The adviser platform will make this change from January 2024

Clients are also pulling money from investments and moving to cash

Economy weaker than forecast

Adviser users and total platform clients both increased in 2023