Best Practice
Adopting the mantra of the World Cup-winning Springboks
South African Best Practice winners talk about meeting challenges but remaining optimistic
Best Practice | 13 Dec 19
How to advise clients with disabilities
Hearing loops, Skype, coloured paper, Braille and text-to-speech can help deliver financial planning
Best Practice | 11 Dec 19
Investment manager creates Prod toolkit for advisers
They still need to work on their ‘to-do’ list as compliance is proving hard
Best Practice | 9 Dec 19
Help your high net worth clients navigate changing regulations and tax liabilities
When you’re planning how to manage your high net worth (HNW) clients’ wealth, you probably want to help them protect it, as well as pass it on to the people who they would like to see benefit.
Best Practice | 6 Dec 19
Getting to grips with Prod
Weighing up a centralised investment proposition against a discretionary-based service