Research
Private investors and wealth managers becoming keener on investment trusts again
216 investors quizzed for the annual UK Investment Trust Study.
Clients ‘outliving their savings’ tops advisers’ list of concerns
71% of 200 advisers interviewed pointed to this as a major issue
Retirement | 14 Feb 24
Most investors not reviewing their pensions annually, research finds
Only 18% said they regularly review their funds
Investment | 8 Feb 24
Advisers say economic climate prompting clients to change retirement plans
Researchers gathered responses from 200 financial advisers
Q&A with Professor Di Maggio: What advisers can learn from our adviser research
Insight into the characteristics of some of the most successful firms in the world