Investment Advice 2020 covers:
- How advisers go about delivering investment advice
- Do advisers in source or outsource
- What’s the balance of use of multi asset, models, and self- select?
- Are advisers more likely to focus on investment advice or financial planning?
- What’s the extent of the use of alternatives?
- What about investment trusts?
- The balance between passive and actives
- What’s the appeal of passives?
- How important is ESG?
- What are the biggest trends in investment advice?
- Are current markets causing advisers to vary their advice?
- How are advisers coping with remote client communication?
We include detailed statistics and individual adviser comments to give the views behind the headline results.
