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.
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Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary which it acquired in April 2022.
Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice.
Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved.
With only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool for client retention.
