Author Archives: Natalie Holt

How much is enough: When and how firms review their platforms

We often say that no two advice firms are the same, and that’s definitely the case when it comes to reviewing your platforms. We carried out a straw poll recently to gauge how often advice professionals refresh their platform due diligence. Respondents had the option of either quarterly, half yearly, yearly or ‘we don’t, once

Are you hiding behind excuses on ESG advice?

The zeitgeist around ESG has changed over the past year or so. For firms that specialise in ESG advice or sustainable investing, nothing has changed – it’s business as usual. But looking across the advice sector, there will be advisers who have gone from seeing ESG funds regularly appearing at the top of the tree