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What will 2021 hold for the financial advice sector?

International Adviser spoke with industry players about their predictions for next year. ESG Nic Spicer, UK head of investments at PortfolioMetrix, said: “Regulations are on the way in 2021 that will mean advisers must have meaningful discussions with clients about ‘sustainable investing’. “The regulations will require advisers to evidence that they have taken clients’ ESG preferences into account when making investment decisions. While the timing of the regulation has not yet been confirmed, we expect it to be sooner rather than later.” Paul Stanfield, chief executive at Feifa, said: “With regards to financial advice, 2021 will almost certainly see “ESG investing” become mainstream. A combination of new regulations, particularly across Europe but also globally, to a degree, allied to consumer demands, will see this shift happen faster and more extensively than many industry experts previously believed.

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