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Schroders: What advisers are thinking as we move into 2024

We have reached the end of 2023 and it is fair to say it has been a very challenging year for advisers.

Advisers fear wealth transfers may lead to loss of business

The majority (63%) of financial advisers are concerned that they could lose business as wealth transfers between generations, according to Schroders.

Advisers now view AI as opportunity for firms rather than a threat

The majority (70%) of financial advisers now view artificial intelligence (AI) technology applications such as ChatGPT as an opportunity rather than a threat to their business, according to Schroders.

PA360 North: Advisers must not ignore crypto in wealth transfer story

Advisers must familiarise themselves with the growing crypto investment trend in order to better understand the next generation of clients and protect potentially vulnerable clients, delegates heard.

Should you save or invest when cash pays 5%-plus?

Even the keenest long-term investors are more than likely scouring the best buy savings rate tables right now.

Savers eye cash over long-term equity investing amid cost-of-living crisis

Some 90% of advisers have spoken to clients about the merits of cash versus long-term equity investing, as the best one-year savings have rates gone over 5%.

43% of advisers see AI tech as a threat to their business

Industry Voice: Wealth transfer worries are among advisers' concerns

Advisers are expressing concern over the loss of assets due to wealth transfer Return to bearish sentiment and concerns over the cost of living crisis Stewardship...

Advisers concern about Consumer Duty's impact on business

More than half of advisers are concerned about the impact of the new Consumer Duty on their business, according to a new Schroders survey.