Michael Kitces – ad valorem fees are here to stay
Ad valorem fees are here to stay and talk of their demise is “overblown”, US adviser, Michael Kitces told our audience at our Advice Tech Live event on 19 January 2021. Read Article About the Author Heather is a data and research expert specialising in retail...
Anthony Villis of First Wealth on the Journey to B Corps
We caught up recently with Anthony Villis, MD of First Wealth, to hear about the journey that he and his team have been making to achieve B Corps certification I began at the beginning with the obvious question: what is B Corps certification? Anthony told me that B...It’s the data – stupid!
At a recent webinar on the subject of ESG, two fund managers from global firms claimed that ESG criteria underpin every purchase across all funds. This did not come as a surprise to us, as we had heard similar claims during our fund manager interviews. What had...When it comes to advice, a stitch in time saves nine
Lack of time to learn and implement new tech is the biggest barrier to its adoption followed closely by the lack of integrations. But investing the time to make the tech work can save time in the end. As the old saying goes, a stitch in time saves nine. We recently...
ESG Tracking Study – It’s about Risk
ESG investing is about managing risk and will be integrated into core investment propositions by most financial advisers. This is the conclusion of an extensive research study that we published today on the ways that financial advisers will integrate ESG...FOLLOW US
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