Huge variation in advisers’ client risk assessments

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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6 in 10 advisers saw client growth in 2020

Six in 10 financial advisers reported an unexpected increase in client numbers last year despite the pandemic restrictions causing major upheaval.

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Claire Trott: Why the LTA is nothing to fear

 

I seem to spend a lot of my time discussing the lifetime allowance, so when it was announced in Budget 2021 that it would be frozen with immediate effect for the next five tax years I knew this would only increase these conversations.

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48% of advisers report surprise increase in clients 

Nearly half (48%) of all financial advisers report an increase in client numbers in the last year, according to Intelliflo’s Advisory Business Impact Poll 2021.

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