Best Practice

Best Practice | 1 Nov 18

New model army- Do you have a technology strategy?

Fears over robo-advice are receding as we approach a watershed moment in adviser acceptance of new technologies and online platforms

Best Practice | 1 Nov 18

Most UK adviser firms set up to help vulnerable clients

Only a small amount of UK financial advisers are prepared to send vulnerable clients to specialists in the sector.

Best Practice | 30 Oct 18

Sipp providers must check offshore investments, UK rules

FCA warns Sipp providers to notify regulator of any financial strains due to claims from ruling

Calling all advisers who battle IHT complexity

Best Practice | 25 Oct 18

Advisers list three client barriers to trusts

New research by Quilter shows lack of client understanding as main limit to advisers’ recommendations

‘Safe sectors’ no longer safe, warns Pictet AM

Best Practice | 24 Oct 18

Annual drawdown review should consider de-risking with annuity

Retirement expert Billy Burrows suggests review should consider selling down bonds for older clients