1 in 3 investors potentially vulnerable - report

Tuesday, 09 August 2022
Articles
Younger women investors can be vulnerable

One in three investors may fall into the Financial Conduct Authority’s definition of vulnerable, according to new research.

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19% of clients running secret investment ‘side-hustles’

Tuesday, 01 June 2021
Articles
A small minority of Financial Planning clients also held positions in speculative and illiquid assets

Almost a fifth (19%) of clients are investing in DIY investing platform accounts alongside their main portfolio through their Financial Planner, according to new research.

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