Industry Voice: Why is everyone still talking about responsible investment?

BMO Global Asset Management
clock • 1 min read
Industry Voice: Why is everyone still talking about responsible investment?

Over the last 18 months there has been an increased spotlight on Responsible Investment, but are all advisers seeing this coming through in their conversations with clients?

Graham Finlay, Vice President, Strategic & Technical Sales at BMO Global Asset Management, looks at both the direction of travel for Responsible Investment in the UK financial advice market and shares how some advisers are integrating Responsible Investment in their business and investment propositions.  Watch his video now on BMO Adviser Edge and earn structured CPD, by clicking on the link below.  

 

More on Adviser tips

Quilter said potential candidates should "monitor business production and embedded client contact and sales strategy".

Quilter hunts for regional financial planning managers to monitor 'sales strategy'

'Sales management' a key responsibility

clock 20 October 2021 • 2 min read
 "We are delighted to welcome the teams from Charter Financial Planning and Rice Whatmough Crozier to the One Four Nine Group," said  Matthew Bugden, chief executive officer of the Group.

Private equity investor backs national IFA launch

One Four Nine Group launches with two acquisitions

clock 19 October 2021 • 2 min read
PFS president Sarah Lord was reappointed in September.

'Status quo no longer an option': PFS board reacts to CII consultation

PFS board to take three steps

clock 15 October 2021 • 2 min read

In-depth

Advising business owners: Who 'owns' the SME client relationship?

Advising business owners: Who 'owns' the SME client relationship?

Relationships built on trust

Jenna Brown
clock 21 October 2021 • 7 min read
Is cashflow modelling a necessity for adviser firms?

Is cashflow modelling a necessity for adviser firms?

Cashflow modelling has become a crucial financial planning tool for many firms, but with every convert, there is a critic. Georgie Lee asks: what are the actual benefits of a cashflow planning strategy to an adviser?

Georgie Lee
clock 05 October 2021 • 5 min read
How much? The crux of adviser firm charging models

How much? The crux of adviser firm charging models

'Wide variety of fee combinations'

Melanie Boulton
clock 13 October 2021 • 8 min read