Best Practice
Top tips and guidance for advisers on how to implement best practice in their business models.
Best Practice 19 Sep 24
Jacksonville Jaguars and LGT WM US announce Gridiron Grant recipients 2024.
Two recipients each year win the opportunity of receiving full tuition fees to any UK university or vocational programme of their choice
Best Practice 19 Sep 24
CII: ‘Encouraging signs’ in Middle East for take-up of internationally recognised qualifications
The Chartered Insurance Institute launched its International Professional Partner Firm’s initiative (IPPF) just under two years ago
Asia 28 Aug 24
AHR Group ‘first’ to gain IPPF recognition from CII across Middle East, central SE Asia
International Professional Partner Firms fully support employees to get high level industry qualifications and ongoing CPD, while upholding CII’s values, ethics
Best Practice 24 Jul 24
MONEYVAL report concludes Jersey ‘performs well’ against international AML standards
Jersey reached a level of effectiveness that is ‘among the highest’ in those jurisdictions assessed
Best Practice | 24 Jul 24
IFA network Corbel Partners launches in-house adviser tech tool
The platform is now being rolled out and is in use by Corbel’s growing bank of 145 adviser members
CISI forges strategic partnership with 13,000 CAIA members across US, EMEA, APAC
The special membership arrangement boosts skills and continuing professional development (CPD)
Best Practice | 17 May 24
Industry reacts as UAE approves decision that aims to regulate cold calling
Specific guidelines include setting penalties for violations
Best Practice | 10 Apr 24
Singapore regulator and Mastercard sign MoU to combat ‘acute’ cyber threats
Measures will include joint analysis of the latest cyber threats impacting the financial services sector
Julius Baer International gains CISI chartered firm status
Criteria for achieving this status includes at least 50% of staff in their core area must be individually chartered with CISI