Advisers are having more conversations with their clients about ESG investing and are asking more questions during their fact find processes, research conducted by NextWealth has found.
In the firm's ESG Tracker Study report, which surveyed 203 advisers, NextWealth discovered that discussions about ethical investing are raised by advisers in one-in-five (19%) client conversations, up from less than one-in-ten (7%) in October 2019. Even though the rate of conversation growth has slowed down, up by 2% since October last year (17% to 19%), two thirds (65%) of advisers anticipate conversations about ESG will become more frequent in the next 12 months, while one in 10 say the frequency will significantly increase. Elsewhere, the research found that larger advice firms ar...
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