Financial Advisors Face More Volatile Environment, but Startled Clients May Be the Biggest Challenge, Natixis Survey Finds

After a banner year in the markets, volatility is now creating a tumultuous environment in which investors can make costly mistakes. Financial professionals are exposed to numerous risks to their investment performance in 2018, from growing geopolitical uncertainty to rising interest rates to inflation, however managing the emotional reactions of clients could be their greatest challenge, according to research released by Natixis Investment Managers.

Professional Fund Buyers Anticipated the Return of Volatility, but Disagree on Portfolio Implications, Finds Natixis Investment Managers Survey

While some investors may have been surprised by turbulent markets at the start of 2018, professional fund buyers have been expecting a spike in volatility. Natixis Investment Managers recently surveyed 200 professional fund buyers who are responsible for selecting the funds included on private bank, insurance, fund of funds, and other retail platforms, and most (eight in ten or 78%) said they had been surprised that volatility had remained so low for so long.

Who topped Lifetime Isa sales in 2017?

More than 90,000 people have taken out a cash Lifetime Isa at Skipton Building Society since the product’s launch one year ago, making Skipton the most popular provider to offer the wrapper.

Spotlight: Impact of Financial Stress on Wellbeing

Three million Australians have a form of depression or anxiety, but only 35% access treatment which, according to Mental Health Australia, is due to stigma. That’s why 10 October has been declared World Mental Health Day – to eradicate the stigma around seeking help when you need it.

Platforms: adapting in an age of disruption

Will investment platforms be disrupted by entrants if they do not get ahead of evolving customer demand and regulatory changes? The market as it stands has somewhere between 20 and 30 platforms, but a lot of them do different things and have different business strategies.