Aegon

Industry | 22 Feb 24

Clients ‘outliving their savings’ tops advisers’ list of concerns

71% of 200 advisers interviewed pointed to this as a major issue

Companies | 14 Feb 24

FundCalibre awards Aegon, Fidelity and Ninety One funds with ‘Elite’ rating

Seven strategies received the rating while four were awarded the ‘Elite Radar’ badge

Retirement plan - Reminder of the need for savings for a decent, comfortable old age.

Investment | 8 Feb 24

Advisers say economic climate prompting clients to change retirement plans

Researchers gathered responses from 200 financial advisers

Person in front of two identical roads. Choosing the way and direction. Vector.

Investment | 6 Feb 24

It’s time for multi-asset managers to ditch bond proxies

Bond income bounce is allowing multi-asset managers to shift their portfolios

Europe

Companies | 22 Jan 24

Morningstar: European fund giants suffer outflows in December 2023

European-domiciled funds as a whole attracted a net €49bn in 2023