Best Practice

Landmark ruling restores confidence in Channel Island trusts

Best Practice | 28 Aug 18

Brexit speeds end to client signature chase

Era of ‘wet ink’ antiquated in the digital age

Fintech

Best Practice | 23 Aug 18

Five tech risks wealth managers can turn into opportunity

Wealth managers need to look at ways of embracing technology rather than viewing it as a threat

Click through the slides below to see the top tips

Best Practice | 17 Aug 18

Key decumulation questions IFAs must ask

Lack of innovation is making the multiple pots approach look more attractive

Best Practice | 15 Aug 18

Should mandatory advice be extended to drawdown?

Complexities of drawdown mean DIY investors risk disastrous outcomes

Founder of giant EU adviser training body ‘undimmed’ by Brexit

Asia | 14 Aug 18

Chinese millennials – an untapped client pool for advisers

Only 44% of Chinese people aged 18-34 have started saving for retirement