An increasing number of advisers are reporting to all clients on the sustainable nature of their investments, but there is still room for improvement.
In a study of financial advisers conducted by NextWealth, the number of those who reported to clients rose by over a quarter (29%) in 12 months. The latest NextWealth Sustainable Investing Tracker Study also found that over one third (38%) of advisers now report to all clients, while the number of those not able to report fell from 41% to 28% year on year. NextWealth managing director and founder Heather Hopkins said: "While it's good news that the percentage of advisers who report on the sustainability of investments to clients is growing, many advisers lack confidence in their proce...
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