Research from Adviser Ratings reveals investors are increasingly prioritising long-term financial stability over ESG investment as the cost of living bites, a contrast to previous research.
Advisers who incorporate responsible investment into conversations about intergenerational wealth transfer see higher client satisfaction than those who don t, according to new research from Australian Ethical.
Financial advisers who actively engage with their clients’ wealth transfer to their children are seeing greater client satisfaction and higher retention rates, Australian Ethical reveals.
Reflecting on the findings of the Responsible Investment Benchmark Report 2023, these executives foresee unlisted and private markets driving the green transition as there is currently insufficient capital flowing through listed markets.