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...
Financial adviser business benchmarks 2020

Financial adviser business benchmarks 2020

Today we have published an update to our Financial Adviser Business Benchmarks report that we do each year with the Personal Finance Society (PFS). It’s packed with useful information for financial planners and financial advice business owners. It’s based...