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The intergenerational wealth transfer opportunity is there for advisers that are willing to engage with both existing clients and their wider families.

Canada Life’s retirement solutions director, Nick Flynn, on the opportunity to reassess the solutions on offer to clients today

Claudia Wearmouth, Co-Head, and Vicki Bakhshi, Director, of BMO’s Responsible Investment team on how different ESG-related activities can strengthen each other

Royal London Asset Management’s (RLAM's) Mike Fox and Ashley Hamilton Claxton on some key trends – both positive and negative

Clients and managers are confused

As investors focus more on sustainable investing, some companies are tempted to oversell their ESG credentials. To get a truer picture, Fidelity’s investment experts discuss why corporates and investors must adopt a consistent global standard of ESG definitions...

Opportunities exist for more structured gifting plans if households and families understand the long-term impact gifting can have.

BMO’s Claudia Wearmouth and Vicki Bakhshi on how they focus their approach