Best Practice
Best Practice | 20 Nov 19
International Adviser best practice winners announced
Who triumphed in our Best Practice Adviser Awards for the Middle East?
Best Practice | 14 Nov 19
BMO GAM offers technical seminars to help financial advisers
Programme will include areas such as IHT, trust and estate planning, retirement planning and tax
Best Practice | 8 Nov 19
Three critical areas of client servicing
Advice firms are more likely to spot when things go wrong
The evolution of the wealth manager
Take technology on the journey but keep it out of the driver’s seat
Best Practice | 31 Oct 19
What part does currency choice play in your investment advice process?
Which currencies your clients’ portfolios are exposed to can have a significant impact on their investment returns. In this article, business expert, Karen Blatchford, considers why the impact of currency on the performance of a global portfolio over the long term should form an integral part of any initial investment decision.