Key takeaways from Schroders Financial Adviser Pulse Survey 2022

Clients want to contribute to combating climate change while achieving a return, but the process requires education and tailored solutions

Reaching Net Zero, or even getting close to it, is a massive undertaking. We all have an active role to play both as individuals and as investors. But what does Net Zero means for you, as a financial adviser, and for your clients?

On the face of it, the millennial generation may not appear to offer much to your business as potential clients. However engaging with the next generation of investors could prove to be an important factor in ensuring your future prosperity - and conversely...

Schroder Adviser Pulse Survey provides some insight

New research from Cerulli Associates highlighted that only 29% of clients felt that their financial adviser had the highest level of expertise to run their portfolio. What should advisers draw from these stark figures and is a team approach needed?

The FCA’s latest ‘Financial Lives’ survey report offers a deep insight into the ‘state of the nation’ and what we could do as an industry to move the dial.