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Adviser at a crossroads: Leadership, sustainability and the election of choice

Adviser James O’Reilly had a long-held personal ambition to “stick a pin in the ground” and make a difference, but it was realising how much his clients wanted leadership on sustainable investing that sparked change in the way his practice manages money.

Tahn Sharpe | 12th Jan 2023 | More
Data the greatest challenge to ESG

The Inside Network’s inaugural ESG Masterclass welcomed leading financial advisers and subject matter experts across the responsible and ESG investment spectrum to discuss the biggest issues facing investors. With delegates encouraged to have input throughout the discussion, the unique format offered an opportunity to gain a ‘temperature check’ on the issues that are most important…

Staff Writer | 19th Apr 2021 | More