Segmentation
A quarter of UK advisers still do not segment clients
Firms are ‘considering new ways to structure retirement portfolios’ to improve outcomes
More than 25% of advisers now actively review client segments
As 3-in-10 say Mifid II cost and charge statements have brought more confusion
How can the wealth industry better support female investors?
Firms do not change how they approach the sexes despite differing needs
Rise of ‘blended’ advice charges expected in 2020
And ‘off to the naughty step’ for those not complying with Prod
Look beyond AUM when segmenting clients, says UK regulator
As it tackles ’emotive subject’ of fees: ‘We don’t expect advisers to be charities’