Tag Archives: Financila Advisers

ESG data Challenge – Greenwashing?

Very interesting and topical article on greenwashing and ESG data Challenge from SCM Direct.     I think financial advisers need to tread carefully before jumping down the ESG rabbit hole, given that, in a paper by State Street, for four leading data providers’ their ESG scores still have less than 50% correlation to each other … Continue reading ESG data Challenge – Greenwashing?

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Future of IFAs Fees…

Muses on the future of IFA fees, adviser/client meetings, and paraplanning We get to speak to many different independent financial advisers (IFAs) on a regular basis and it never ceases to amaze us how many are trying different ways to improve the service they offer their clients, especially with regard to the future of IFAs … Continue reading Future of IFAs Fees…

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