NextWealth featured in ‘Professional Adviser’
By Next Wealth | 17 February 2021 | 1 minute read
Using a discretionary fund manager (DFM) can reduce research time and help advisers understand the nuances of ESG investments, but how can advisers know they are making the right choice?
Our founder and MD Heather Hopkins shared her views with ‘Professional Adviser’ on how advisers should ask questions about the data used by the DFM, as part of their due diligence:
“Data can be different between ESG providers, so it is important advisers understand how it is being used by the DFM so they are comfortable with any questions that arise from clients”.
Click the button below to read the full article and click here to download our ESG Tracking Study 2020 to find out more about the sources financial advisers and gatekeepers rely on when building ESG portfolios.
Related posts
Making sense of the AI landscape: the NextWealth AI Directory is live
Advisers keep telling us the same thing about AI: it’s exciting, but overwhelming. New tools appear daily. Every vendor promises time saved and better client outcomes. But how does it actually fit your stack? What will it cost in change management? And who’s genuinely delivering value in advice firms like yours? That’s why we have launched the NextWealth AI Directory. A practical, plain-English guide to the AI providers operating in the advice market.