3 in 10 clients may be wrongly assessed on risk

Three in 10 (29%) of clients say that their wealth managers may have incorrectly assessed their attitude to investment risk.

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FCA extends 10% drop notice opt out for 12 months

The FCA has extended temporary measures allowing firms to opt out of 10% depreciation notices to investors for a further 12 months to December 2022.

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1 in 3 advised clients want more support  

Just over one in three financial advisers (34%) say clients want more emotional support - in addition to financial advice - post the pandemic.

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Defaqto adds client ESG preference tool to Engage 

Adviser fintech firm Defaqto has added a new ESG client preference questionnaire and additional ESG data filters for DFM MPS and governed portfolios.

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