A guide to getting it right
...and as a financial adviser, you need to be ahead of the curve to ensure your clients are fully informed, aware of their investment options and have portfolios that perfectly align with their specific requirements.
It’s a tall order, especially if you’re still getting your head around it.
Together with NextWealth, we’ve put together this guide to help you go in the right direction, wherever you are on your ESG journey.
Iress is a technology company providing software to the financial services industry.