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Third of clients expect Planner to be ESG expert

Over a third (35%) of clients expect their Financial Planner to be an expert on environmental, social and governance investments.

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3 in 4 advisers concerned about Consumer Duty rules

Almost three quarters (73%) of advisers have concerns about the FCA's planned Consumer Duty rules and guidance.

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M&G Wealth adds six ESG model portfolios

M&G’s Financial Planning arm M&G Wealth has added a new range of six model portfolios focused on investing globally and incorporating ESG factors in its investment process.

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Third of families share financial adviser

One in three (33%) advised families share the same financial adviser across multiple households of the same family, according to new research.

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