Fidelity International reveals 2024 personal investing trends: global ...
6 天之前 · 2 Source: Fidelity International, 2024 data as at 1.1.24-12.12.24. Tom Stevenson comments: “Investors in 2024 have demonstrated a clear preference for global exposure and growth sectors, especially through passive index funds.The strong performance of US equities this year, combined with interest in technology and emerging markets, has driven significant demand for funds like Legal & General ...
Platform Research Report 2024 - IFA Magazine
2024年9月3日 · We are delighted to present the latest in our Annual Report Series, the Platform Research Report 2024. Intermediary investment platforms are increasingly shaping the investment landscape by providing streamlined access to a variety of investment products and managing investments online.
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All the latest news for financial advisors covering all aspects of the industry, from industry experts covering the business, the economy and more.
Guest insight | Dynamic Planner's Abhi Chatterjee explains why he ...
2024年11月25日 · Advisers and wealth managers are all too familiar with factoring in uncertainty when planning investment and asset allocation strategies. Looking ahead to 2025, in the following analysis, Abhi Chatterjee (pictured), Chief Investment Strategist, Dynamic Planner, has shared his headline thinking with us on what might be the key considerations for investment markets and sectors for the year ahead.
Technology and regulation will transform the landscape in 2025, …
5 天之前 · Advice goes mobile: In a world in which we do everything on our phones, the advice process can feel old fashioned and admin heavy.Mobile planning apps will lighten the load. By making use of this channel, firms can not only deepen client relationships and demonstrate their ongoing value between reviews but pre-empt queries and streamline communication.
Engaging the next generation of investors - IFA Magazine
2024年10月15日 · We are used to seeing the word ‘millennial’ as a shorthand for young people, or even teenagers, often alongside shopworn cliches about avocado toast and phone addiction, says Matt Ryan Chief Transformation Officer at Reef, Powered by Totem.However, as of 2024 millennials can be as old as 43 – some are grandparents, business leaders or heads of state, and all have adult priorities.
The Sustainable Investment Report 2024 - IFA Magazine
2024年9月27日 · We are delighted to present the latest in our IFA Annual Report Series; The Sustainable Investment Report 2024. There are many facets of sustainability and companies are having to change their processes and behaviours to work towards our sustainable future.
Protection Guru 2024 award winners announced - IFA Magazine
2024年10月28日 · Protection Guru, the multi award-winning technical information service and protection value comparison tool for advisers, announces the winners of Protection Guru Awards 2024.Now in its fourth year, the awards were established following the challenges of the COVID-19 pandemic to recognise the leading lights of the protection industry.
Access your complimentary copy of the MPS Report 2024/25
2024年12月16日 · Our comprehensive annual MPS Report is designed to provide advisers with sufficient knowledge and confidence to investigate the market of fund managers providing Managed Portfolio Services. To help you make informed decisions that deliver real value to your clients, download the 2024/25 MPS Report ...
Managed Portfolio Services (MPS) | Annual Report 2024/25
2024年11月14日 · We are delighted to announce that our comprehensive annual Managed Portfolio Services (MPS) report for 2024/25 is now available for financial advisers.