Diversification of clients’ assets is the top reason cited by advisers for recommending multi-asset funds, recent Aegon research has found.
Of 200 advisers surveyed for Aegon's adviser attitudes report, almost two-thirds (63%) cited diversification of client assets as a key reason for recommending the funds. Multi-asset funds were the top investment choice recommended by financial advisers, with 90% of those surveyed in Aegon's adviser attitudes report using multi-asset strategies for accumulation and decumulation. Overall, one in four (25%) of all client assets are held in multi-asset funds, the research found. Image: Aegon adviser attitudes report found 25% of all clients assets are held in multi-asset funds ...
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