Comment & Analysis
2 in 3 Advisers forced to look beyond traditional equity ‘sources’ to solve income challenge
New, dedicated adviser research by Seneca Investment Managers, highlights two in three advisers (63%) saw their clients take what could be considered a bearish approach with their portfolios [withdraw (27%), withdraw considerably (5%) or not add to their funds (31%)] during and following the lockdown. In contrast, 37% of advisers…
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