Best Practice News
Best Practice 21 Feb 24
How to meet financial regulation in the letter and the spirit of the law
Suitability regulations should be more than a box-ticking exercise, writes Oxford Risk’s Greg Davies
Best Practice 9 Feb 24
High Court sanctions Link’s £230m Woodford redress scheme
Transparency Task Force considering an appeal
Best Practice 5 Feb 24
Woodford redress scheme ‘changes the game’ for consumer protections, campaign group warns
Removal of FSCS protection could have severe consequences for wealth managers, according to Transparency Task Force
Best Practice 31 Jan 24
Advisers have rich opportunity to treat investors more like humans, not robots
Oxford Risk’s Greg Davies says advisers could benefit from enriching their understanding of investors’ personalities and behaviours
Best Practice | 17 Jan 24
Revealed: All the winners of the IA Best Practice Adviser Awards
Which firms triumphed across East Asia, Europe, the Middle East, South Africa and the UK?
Best Practice | 8 Jan 24
What does 2024 hold in store for the wealth management industry?
Firms should prepare for three critical influences this year
Best Practice | 2 Jan 24
One third of platforms and advisory groups ‘would fail’ SDR entity-level disclosure requirements
‘No time to waste in setting targets and collecting reliable emissions data’
Best Practice | 29 Sep 23
How do platforms need to communicate with advisers?
‘Good things happen when you bring your customers closer to your product, development and design specialists’
Best Practice | 28 Sep 23
Why I became a financial adviser…
Jade Rose was previously in the fashion industry before joining Kingswood