Active ETFs, ESG and the retirement advice challenge

In this latest episode, Gilbert explores what skills or mindset shifts are needed for advisers to lead in emerging areas like ESG and active ETFs. He also explains how an adviser can build a portfolio for a client who prioritises sustainability but also needs strong retirement income. Gilbert also talks about the opportunities active ETFs create for advisers to differentiate their value. As well as how advisers can balance financial returns with ethical considerations when advising clients. The episode closes with Gilbert sharing how advisers can better address longevity risk and chan...