Responsible investing advice key to intergenerational wealth transfer

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Financial advisers who actively encourage clients’ children to be involved in the wealth-transfer process had higher retention rates and reported increases in client satisfaction, according to a new whitepaper published

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Advisers need to offer ESG investment advice to meet growing demand

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Responsible investors who use financial advisors are significantly better-informed about investment performance, fees, and the sustainable impact of products than those who try to look for responsible or ESG options

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SQM Research rates Australian Ethical Balanced Fund ‘Superior’

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Australian Ethical Investment Limited (Australia Ethical) has announced that its Balanced Fund has received a ‘Superior’ four-star rating by SQM Research, meaning it is suitable for inclusion on most Approved

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Praemium ESG options a platform industry first

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In response to growing investor and adviser demand, Praemium has significantly enhanced its approach to Environmental, Social and Governance (ESG) with new ESG screening and customisation platform functionality and the

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Adviser education key to meet ethical investment demand

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Limited transparency and disclosure from the $2.6 trillion[1] super industry is impacting advisers’ ability to provide advice on ethical and environmental, social, and governance (ESG) considerations, according to leading ethical

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