HNW women feel misunderstood by advisers

The next generation of high net worth women are set to change family financial dynamics as their share of global wealth increases, but high net worth women are more likely to feel misunderstood by their financial adviser, according to a new report.

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IFAs “poorly equipped” for uptick in younger advice seekers

The impact of the Coronavirus pandemic had led to a large increase in the numbers of younger people taking financial advice, but financial advisers are poorly equipped to help clients deal with the emotional and psychological roller-coaster ride their clients have endured during the Coronavirus pandemic, and the impact it has had on markets and their investments, according to new research.

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Planners split on best retirement income strategies

There is no overall consensus between Financial Planners on the best strategy to secure clients an income in retirement, according to new research.

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1 in 3 funds offer launch discounts of up to 47%

 

Research by consultancy Fitz Partners has revealed that 33% of asset managers across Europe now offer ‘early-bird’ discounts of up to 47% to promote new funds.

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