Sustainable financial planning and SDR: 'It is no longer optional'

The Financial Conduct Authority (FCA) revealed it will publish its policy paper on the implementation of the SDR for portfolio managers in Q2 2025. Names and marketing rules were set to come into force on 2 December, though some firms will now have until 5 April to comply.  Although the regulator is attempting to hone in the importance of embedding a sustainable focus, Downing Fund Managers found that nearly half of advisers believe the ongoing development of artificial intelligence will have the greatest impact on their businesses over the next five years compared to areas like ESG and ...