Robos are offering SRI, so shouldn't live advisers?
Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
19 July 2017
Two more digital advice platforms will provide sustainable investment options to clients
Digital financial advice platforms are racing each other to introduce socially responsible investing options for their customers, and some experts believe traditional advisers should be doing the same...
Technology analyst William Trout, Celent's head of wealth management research, said SRI investing is approaching the point where its inclusion in portfolios is table stakes for digital advice providers, in part because of the investments' appeal to younger investors. That factor that makes it important for human advisers, too.
"With the millennial population now the largest client segment in absolute numbers, and even old school advisors keen to engage with the next generation of clients, SRI will soon be a must-have for traditional advisers as well," Mr. Trout said.
News article details
In the News