Saturday 1st October 2016                 Change text size:

Voice of the Adviser 2015 released on Monday



pen tick box by yarranz via Freeimages

For the last five years we’ve interviewed hundreds of financial advisers to ask them about the state of the advice market, the economy, and their political leanings and, most importantly for us, their finger on the pulse of sustainable, responsible and ethical investment in the UK.

 

The report is released on Monday but here’s links to the headline results.

Economic confidence strong amongst financial advisers

The financial advice market remains strong

87% of financial advisers asked about ethical investment

Ecclesiastical, Friends Provident, Kames, Jupiter and Alliance Trust top adviser choice for SRI

The ‘advice gap’ a reality as minimum portfolio sizes double.

To receive a copy of the full report please register for our newsletter here if you are an investor or here if you are an adviser.

Photo:  yarranz via Freeimages

Further reading:

The Guide to Ethical Funds 2013

Good Money Week: Barchester Green names top five ethical funds

UK gets largest ethical investment business as Gaeia and Barchester Green join forces

Good Money Week: Barchester Green names top five ethical funds

Gaeia, Barchester Green and financial advice on ‘sensible investment’


There are currently no comments.

Register with Blue and Green

To leave a comment on this article, fill in your details below to register, alternatively if you are already registered you can login here







Subscribe for our Newsletter

Time limit is exhausted. Please reload CAPTCHA.

A password will be e-mailed to you.