2016 Global Survey of Individual Investors: How is investor behaviour rewriting the job description for financial professionals?

Trapped between expectations for near double-digit returns and strong apprehensions about investing in persistently volatile markets, investors worldwide are of the opinion that professional financial advice is worth the fee. But even though they believe individuals who work with a financial professional are more likely to achieve their goals, investors have a clear vision of just what kind of advice they need.

Click here for full article

Recommended

Anthony Arter

Pensions Ombudsman revamps decision publications

The Pensions Ombudsman Service has expanded the range of information it publishes and has begun anonymising its determinations. As Money Marketing revealed in April, the Ombudsman will now publish opinion issued by its adjudicators as well as formal decisions. Opinions will be published if they are appealed to the ombudsman or deputy ombudsman and are […]

Tenet snaps up building society client bank

Tenet has acquired the client bank of Furness Financial Advisers, following a strategic review by its parent Furness Building Society. Aspire Financial Management, Tenet’s wholly owned appointed representative, will receive 75 post-RDR clients in addition to around 1,500 pre-RDR clients. Tenet would not reveal further terms of the deal. The advice firm has been an […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment