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Planners' wealth transfer headache - report

A lack of digital and ESG offerings is preventing some Financial Planners from winning new business from the families of existing clients, according to a new report.

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Clients threaten to jump ship over ESG

Two thirds (63%) of retail investors would consider changing adviser because they are unhappy about the ESG focus from their wealth managers, according to new research.

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3 in 10 clients may be wrongly assessed on risk

Three in 10 (29%) of clients say that their wealth managers may have incorrectly assessed their attitude to investment risk.

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Only 4 in 10 plan to invest excess pandemic cash

Only 4 in 10 people have decided so far to invest spare cash saved during the Coronavirus pandemic, according to new research.

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