Green is good for an increasing number of financial planners
Responsible investment has attracted increasing interest from financial planners and this interest is set to increase with the commitment of the Government to the introduction of a carbon tax. This week's online edition of Money Management takes an in-depth look at the factors financial planners need to consider when recommending these products.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
