Retirement Advice: 41% of advisers use a fixed withdrawal rate
The recent Dear CEO letter to financial advisers has put into acute focus the need to evidence a rigorous approach to portfolio construction and the assessment of safe withdrawal rates for retirees. How successful income drawdown will be for a client depends as much,...
Financial Advice Business Benchmarking
NextWealth and the PFS have joined forces to publish a report on Adviser Business Benchmarks. The report is free to download here. Financial advice businesses have weathered a lot of change in recent years. They have proved resilient to an onslaught of regulatory and...The five things advisers really want from tech providers
Five things advisers want from their tech providers. In this column in Professional Adviser, Julie Best, Qualitative Researcher for NextWealth discusses the most important things adviser want from their technology providers. Hint – they want technology to save...
Cost and Charges Statements Put Pressure on Charges
Cost and charges statements are prompting advisers to further push asset managers and platforms on cost. The ex-post reports were sent to most platform clients in April and May. In June we asked 94 advisers from a broad mix of firms if they are getting push back from...
Financial Adviser Market Trends UK
Today the FCA has published a data bulletin with trends and data on the financial adviser market. Headline findings: There are more advisers but fewer financial advice firms. There are more big firms but we think the trend isn’t strong enough to hang our hats on...FOLLOW US
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