Advice and ESG: Investing with purpose and the reason we’re all here

Advisers have not only what you might call a micro responsibility to look after their clients best interests, but many believe a macro duty to steer or at least facilitate responsible, sustainable investment choices. However, what seems like a black and white issue is filled with challenges and grey areas to wade through.

Participants: BlackRock Australasia head of wealth Chantal Giles and Bell Partners Wealth Creation and Financial Advisory founder and principal adviser Brett Taggart

Facilitator: Tahn Sharpe

Length: 30min

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Consistent profits and a good succession plan will sell advice firms

Consistent profits and a good succession plan will sell advice firms

By making sure practices have saleable businesses – even if there is no immediate intention to sell – is the strongest insurance policy to make sure an organisation is financially healthy.

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