LINKS FOR GROWING ADVICE FIRMS Here are what we consider to be the best and most important reads for advice firm owners from the past seven days. “To a thinking client, it's really difficult to understand why AUM fees make sense, and not just in the fairness sense. What does it incentivise? I'm paying for the thing that is a commodity, but I'm getting the valuable stuff for free. I'm sorry, that idiotic. And the fact that the industry sticks to it is bizarre and, I believe, u

Here’s another round-up of some of the best important reads for financial advisers and advice business owners.

Welcome to the first in a new series. We know how time-consuming it can be for business owners to identify the most important recent articles to read. So we're going to be doing it for you. Marketing, content & social media You’re closer to being a thought leader than you think (Tony Vidler) How to build your brand identity as an advice firm (Sara Grillo) What does a good referral marketing plan look like? (TCDP) How to keep on top of social media throughout the day (Samantha

According to a recent survey by Schroders, the number of financial advisers who include ESG factors in their fund selection process is now 74%. That represents an increase of more than 30% over a 12-month period. Schroders describes it as a “sea change”. Over the next few months, we’re going to be featuring a number of financial planning firms which have decided to take the ESG route, and asking them about their experiences. One of the first UK planning firms to embrace ESG w