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Navigating ongoing advice servicing challenges in wealth management
20/11/24
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How to integrate sustainability into the advice process
Many firms have noted an increase in clients actively enquiring about sustainability when deciding whether to move forward with an investment. But following the Brexit transition period, there’s currently no formal requirement for these issues to be covered during the fact finding process – so how should firms respond?
TCC’s Technical Director David Boyhan lent his insights to this piece in FT Adviser, commenting on the challenges ahead for firms regarding properly integrating ESG into their KYC and fact finding processes.
Read the article here.