Orbis head of UK retail investments Marcel Bradshaw told Money Marketing that advisers tend to overweight their clients’ portfolios towards growth funds.As a result, Bradshaw warned that there is a significant overweight risk.
Good morning and welcome to your Morning Briefing for Monday 6 December, 2021. To get this in your inbox every morning click here. Concentration risk warning Advisers tend to overweight their clients’ portfolios towards growth funds, Orbis head of UK retail investments Marcel Bradshaw has warned. As a result,
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Aussie advice shift mirroring UK, South Africa
Aussie advice shift mirroring UK, South Africa
Regulatory changes in the Australian advice market has echoed those of the UK and South African landscapes, with advisers across all countries needing to adapt and work hard to futureproof their businesses.
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Allan Gray representatives from Australia, the UK and South Africa addressed the shifts in a December webinar, agreeing the changes in advice had been catapulted to the fore by the coronavirus pandemic.
JD de Lange, chief operating officer of Allan Gray, commented that in a recent survey from Wealth Insights Australia, one-third of advisers reported that they would leave the industry within the next year or two.