Concerns rising over retirement of financial advisers, research shows
This concern is supported by additional research conducted by Investec, which surveyed 100 financial advisers and planners.
Research
465 articles found
UK Wealth Management and HNW Investors Report 2024: Robo-advice Accounts for 18.3% of the UK HNW Portfolio and has Strong Current Demand
The report is based on the analyst's annual Global Wealth Managers Survey.
Vanguard launches advisory research centre for investors
The team will leverage the experience and data gained from Vanguard’s position as a trusted partner for investors and intermediaries across Europe.
Wealth Management Platform Market Size to Reach US$ 15.8 Billion by 2032 Due to Rising Demand for Comprehensive Financial Solutions | Research by SNS Insider
The growing need for easily accessible and efficient wealth management solutions, in combination with investor confidence in digital platforms, is driving significant growth in the wealth management platform market, Says SNS Insider.
Women need equitable financial opportunities, not equal opportunities
This distinction was highlighted in last year’s International Women’s Day, where the theme was ‘embrace equity’.
New White Paper covers shareholder voting on remuneration
Data shows that remuneration is one area where not taking such KPIs into account can be detrimental to the company and its stakeholders.
Housebuilders remain hostages to interest rate fortunes, despite initial share price boost from Labour
There is a clear plan to stimulate the supply-side of the equation with a return to mandatory housing targets and easing of planning restrictions.
Money not everything in how Luxembourg measures wealth
A new survey asked people how much money you need in order to be considered wealthy
Global Private Banking Market is Anticipated to Witness CAGR of 10.4% over the Forecast Period (2024 – 2034): A Report by The Niche Research
Increasing Number of High-Net-Worth Individuals Seeking Personalized Financial Services and Wealth Management Solutions to Drive Growth in the Private Banking Market
M&G Wealth research finds over a quarter of advisers don’t segment their client base: launch of best practice guide
It also shines a spotlight on differences in interpretation of what client segmentation is, and what it isn’t, which might explain why an increasing number state they are not segmenting clients.
Inside Schroders, Abrdn and LGIM’s CEO search: ‘It’s a Kodak moment for active managers’
Changes are coming to the boardrooms of some of the UK’s largest fund management groups, as firms begin the hunt for new CEOs
Advantary Capital Services and Apex Group Announce Strategic Partnership to Expand Portfolio Company and Client Services
This partnership brings together the expertise of two industry leaders to empower businesses with the resources and support they need to thrive in today’s competitive landscape.