Asset managers must provide evidence demonstrating the right investments are being made both from financial and sustainability aspects, or risk undermining investors’ trust, Schroders’ Alex Funk says.
As inflationary concerns rise, the case for equities over fixed income strengthens, writes Thomas Rostron, CEO of Horizon by Embark
Royal London’s latest research has revealed some potentially significant adviser opportunities residing within the advice gap.
New research from Cerulli Associates highlighted that only 29% of clients felt that their financial adviser had the highest level of expertise to run their portfolio. What should advisers draw from these stark figures and is a team approach needed?
The fact that emotions can so significantly impact investment decisions means the issue is becoming ever more important for advisers
New EU proposals require advisers to increase their knowledge of sustainable strategies but many see challenges ahead. Why?
Clients were faced with harsh realities last year and many are still reeling from the changes