With three separate financial advisers facing criminal proceedings this year having struggled with gambling problems, access to client money combined with a stressful job can be a “perfect storm”, according to experts.
Managed accounts can be a benefit for advisers in their professional year, according to experts, as they pose a lower compliance burden and improved risk management.
While retirement is often referred to as “The Golden Years”, many are finding that it is less about holidays, but more about worrying whether their savings will last.
Financial advisers play a crucial role in stimulating financial discussions between parent clients and their adult children, shares Findex, as the most significant intergenerational wealth transfer looms ahead.
hmh Advisory has announced the launch of its new online wealth management solution, offering four diversified portfolios across a range of risk and return profiles in partnership with OpenInvest.
While the impacts of hybrid work on the office sector have dominated headlines, it is a case of a flight to quality for those premium assets, portfolio managers say.
Agreeing that the AI hype is real, managers are opting for various levels of exposure to make the most of the current rally, but they argue real results will be seen in the long term.
