Top tips and guidance for advisers on how to implement best practice in their business models.
Best Practice Spotlight
Will inflation remain absent?
During almost a decade of experimental monetary policy from central banks, inflation has been notable by its absence across most economies. With monetary policy beginning to diverge and unemployment falling, will it rear its head again or has it peaked?
Advisers should learn to be ‘never knowingly undersold’
Advisers and planners have a key role in explaining the benefits of financial services and demonstrating the industry’s trustworthiness, according to an advice guru.
‘Hitman’ using Facebook data in offshore Bitcoin scam
Jersey’s regulator and financial crime unit have warned of email threats to send hitmen to people’s homes unless they make a substantial payment in Bitcoins.
Next gen clients hungry for financial knowledge – study
Next generation clients believe if they had learnt financial planning skills at school they would have a better life, according to a Money Advice Service report which highlights the key challenges this segment is facing.
Carillion collapse puts even more scrutiny on DB schemes
Carillion’s imminent liquidation and £587m (€660m, $805m) pension shortfall has put increased pressure on the UK Government to tackle the sustainability of defined benefit (DB) schemes in an up-coming white paper, according to an Old Mutual Wealth pensions expert.