Clients threaten to jump ship over ESG
- Tuesday, 15 February 2022
- Articles
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.
Read more...3 in 10 clients may be wrongly assessed on risk
- Tuesday, 21 December 2021
- Articles
Three in 10 (29%) of clients say that their wealth managers may have incorrectly assessed their attitude to investment risk.
Read more...Only 4 in 10 plan to invest excess pandemic cash
- Tuesday, 14 September 2021
- Articles
Only 4 in 10 people have decided so far to invest spare cash saved during the Coronavirus pandemic, according to new research.
Read more...Huge variation in advisers’ client risk assessments
- Tuesday, 25 May 2021
- Articles
Financial advisers show a huge variation in how they assess client risk tolerance with some putting the same 'imaginary' client at different ends of the risk spectrum, according to a new study.
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