45 minutes CPD
Ryan Medlock and Fiona Hanrahan look at the current responsible investment landscape and discuss best practice in how to prepare and conduct client conversations.
They also explore the steps financial planners can take to integrate responsible investment considerations into advice propositions, including fact-finding, client segmentation, and combatting the evolving threat of greenwashing.
If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now
Fidelity Adviser Solutions’ Investment Outlook explores the key themes shaping markets in the second half of 2026, including the ongoing AI investment boom and a reassessment of global equity leadership. Discover expert views on equities, bonds and alternatives, and why diversification remains crucial amid uncertainty and evolving investment opportunities. Watch or read
Rising interest rates are back, but why? What does this mean for inflation, growth and equities?
