Home / Best Practice / Best Practice News

Best Practice 23 Aug 19

Kleinwort Hambros unveils career returners programme

It is partnering with a professional network dedicated to helping women get back into fulfilling work

Best Practice 22 Aug 19

Education is ‘key’ to understanding vulnerable customers

Nearly nine-out-of-10 advisers admitted that it was difficult to spot clients in this category

Best Practice 15 Aug 19

Tax transparency and the international investor

David Denton, Head of International Technical Sales at Old Mutual Wealth, considers global tax reporting and why it’s important to review whether ownership structures are fit for purpose.

Best Practice 12 Aug 19

Case Study: How to set up an in-house investment process

The pros and cons for advisers building and running model portfolios

Best Practice | 12 Aug 19

Quilter unveils three-month financial adviser training course

Firm believes it is ‘enough time to become qualified and to carry out the job confidently’

Best Practice | 9 Aug 19

Santander partners with charity to improve UK financial literacy

Four-in-10 Brits do not feel ‘fully confident’ with everyday budgeting and money management

Best Practice | 9 Aug 19

Cashless society taking its toll of financial awareness

Shift away from paper money risks leaving young people out of touch with their finances

Best Practice | 7 Aug 19

CII subsidiary unveils complaints guide

Insurers should be continually looking to improve their dealings with customer services

Best Practice | 31 Jul 19

Deadline set for Hong Kong advisers to up their CPD game

Additional changes to come into effect from September

view more