United Kingdom
Best Practice | 29 Jun 22
Advisers lack ESG focus in client portfolio reviews
But they discuss sustainability preferences with new customers during onboarding process
Sipp sales surged as lockdowns were lifted
They have become the ‘most popular product among retail retirement savers’
PE firm eyes majority stake in Dynamic Planner
Deal is reportedly valued at £27m
FNZ invests in cash management and savings fintech
It is ‘more important than ever for the wealth industry to be focused on delivering great consumer outcomes’
Europe-based advisers expect 10% annual growth over next 3 years
Most believe success will depend on their ability to build relationships with next generation