How to navigate tricky area of ESG client advice raised at FEIFA panel debate 

Mark Battersby
clock • 1 min read

Former PFS CEO Keith Richards characterised advisers as akin to coaches during a panel session at a record turnout FEIFA event yesterday (25 April).   Richards, who is now chairman of the Financial Vulnerability Taskforce, said "financial planning has almost become a coaching programme for clients" as the regulator puts the onus on financial advisers to come up with appropriate risk profiles and bespoke understanding of ESG solutions. While some planners get very few questions from clients about ESG, Richards emphasised that "ESG is here to stay and in some parts of Europe it will bec...

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