survey
Investment | 28 Jul 25
Advisers maintaining stance on US equities in client portfolios – survey
Franklin Templeton survey conducted by Opinium
Latest news | 11 Jul 25
Nucleus survey shows advisers struggling with regulation
Managing requirements is a challenge.
Latest news | 3 Jul 25
Pension pots falling short among high net worth individuals
A pot of at least £1.5m is needed to achieve an annual income of £43,900.
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