2 in 3 clients worried about investment volatility

Monday, 28 November 2022
Articles
Canada Life surveyed 159 financial advisers during roadshow evets in September and October.

Two thirds (65%) of Financial Planning clients say that investment volatility is one of their main current concerns, according to new research.

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eValue's Moss says risk assessment will be critical post-Budget

Wednesday, 14 May 2014
Articles
eValue website
eValue strategy director Bruce Moss has told a London conference that assessing client risk will be more important in the post-Budget world where annuities are no longer necessary.
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