Sarasin & Partners MPS portfolio manager Ben Gilbert joins Professional Adviser news editor Isabel Baxter in the studio to talk about opportunities for advisers to lead in areas such as active ETFs, responsible investing, and tailored retirement solutions.
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 changing retirement patterns.
The team will be back in two weeks' time with the next edition of Advice Lens on PATV.
In the meantime, you can catch up on the previous episode of Professional Adviser TV's Advice Lens, where MLP Wealth chartered financial planner Sean Standerwick shared his experience going through the management buyout process and the challenges that involved.
