What will 2021 hold for the financial advice sector?
Industry players give their predictions on ESG, regulation, technology and tax
ESG
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Sharia-compliant products offer ESG option for British Muslims
As they prepare ‘to join the socially responsible investment mainstream’
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Ex-JP Morgan PB executives launch wealth platform
It will provide advisory, discretionary, alternatives and ESG investment solutions
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Retirees ‘lack key’ life company charge details
As investment platforms call on industry and regulators to improve transparency
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Morningstar partners with wealthtech firm to unveil ESG solution
It will help promote environmental, social, and governance investing across Apac markets
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ESG fund supply can’t meet Middle East advice market demand
But Canaccord’s head of international sales says the firm ‘hopes to address’ the issue
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The one question advisers should never ask clients about ESG
As 83% are not confident enough to talk about investing sustainably with their customers
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Investors still believe ESG compromises returns
SJP says message on sustainable investing is not getting across to clients
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Aviva Investors unveils ESG adviser training programme
As 45% of IFAs admit they haven’t had any formal education on the investment strategy
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UK investment heavyweights roll out ESG platform
Consumers and advisers will have access to 36 funds from 11 asset managers
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Hong Kongers put ethics before gain
Most investors are unwilling to seeking profits ahead of personal values, according to Schroders
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Climate change to dictate high net worth investment choices
As they plan to significantly increase allocation to impact investing by 2025