As climate data becomes more prominent and sustainability expectations continue to rise, advisers need to focus less on chasing perfect metrics and more on applying informed judgement that reflects what clients actually want to achieve, according to Elly Dowding and Lee Coates
As we start another year in financial services, there's a familiar sense that the volume of information available to advisers is only going in one direction. More data. More metrics. More disclosure. On paper, this should make advice easier. In reality, it often does the opposite. Recent discussions across the advice profession have highlighted two issues that might appear separate - climate-related product reporting and lifelong learning - but which are tightly connected by one central theme: good outcomes depend on judgement, not just information. Climate data is necessary - but n...
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