Emerald Wrap makes changes to connect investors with advisers
Wrap account provider, Emerald Wrap, has made a number of changes including listing advisers who use the wrap and provide advice about responsible investing to allow investors to make contact with them for financial planning advice.
Emerald Wrap specialises in responsible investments and it's the only dedicated investment platform in the market which does so according to managing director, George Lucas.
He said further changes to the wrap would allow investors to see into the model portfolio they choose and how their needs may change over time or how they can be assisted through the provision of financial advice.
According to Lucas the changes stem from increased interest in the responsible investing and the need for direction for those seeking advice or information about the sector.
"The feedback we are getting from advisers is that more and more of their clients are looking to make a difference via an ethical approach to investment," Lucas said.
"While this phenomenon is more associated with Gen X and Y, there are a lot of baby boomers who are increasingly concerned about the social and environmental consequences of where they invest."
AUTHOR
Jason Spits
Recommended for you
Grant Hackett has been promoted from CEO of Generation Life to head up the wider Generation Development Group.
Tribeca Investment Partners has made a distribution hire from Australian Ethical in a newly-created role focused on the national intermediary market.
Asset managers may be urged to diversify their product ranges, but investment executives have warned any M&A deal should avoid simply filling gaps and instead consider long-term value creation.
Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equity firm.
