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Best Practice Spotlight

Giving portfolio bonds the personal touch

Best Practice | News 14 Dec 18

RBC Wealth Management opens US risk prevention division

Advisers are in a ‘unique position to help mitigate the risk of financial exploitation’

Asia | News 12 Dec 18

Islamic finance education to get a boost

Global market for Islamic financial services is expected to reach $3trn this year

Recruitment woes squeezing Singapore advice firms

Best Practice | News 3 Dec 18

Most UK advisers happy to promote their profession

But Prudential survey found there is a fear about how the industry will entice new recruits

Best Practice | News 3 Dec 18

Best overall adviser firm revealed

Which advice firm took top honours in the International Adviser Best Practice Adviser Awards?

Best Practice | 28 Nov 18

Saudi university to deliver CISI qualifications

The partnership is designed to help fill the region’s need for a ‘high standard of professionalism’

Best Practice | 28 Nov 18

Old Mutual Int’l launches risk profiler app

Tool helps manage client expectations of potential returns

Pay gap following women into retirement

Best Practice | 27 Nov 18

Far fewer women than men seek financial advice

Only 24% of reports produced by Selectapension were for women, compared to 76% for men

Best Practice | 19 Nov 18

FCA takes legal action against pension firm

The regulator said Avacade conducted ‘regulated activities’ without permission and ‘misled’ clients

Africa | 13 Nov 18

CISI bolsters African training programme in Nigeria

Institute partners with the Nigerian Stock Exchange to provide securities and investment coaching

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