Allowing advisers to engage with listed firms on sustainability issues
‘Firms must offer compelling reasons for advisers to stay’
Around 46% started using an adviser when they were 40 or older
LGIM will provide five tailored model portfolios for AIM’s clients
Take a look at some of the news and feature highlights of the last month
‘We see ourselves integrating well into the financial services tech stack’
‘Most clients don't really care’; ‘Clients have never asked about ESG’
‘Proposals to publicise investigations are a worrying development’
‘Have difficulty buying a home and will have a lower overall asset base’
‘Next gen advice should be a profitable income stream for your business’