Best Practice
Best Practice | 7 Jun 23
Advice industry needs to promote family wealth discussions
As 19% of Brits over 60 say they have never spoken to their children about their finances
Should class be more prominent in adviser diversity campaigns?
IA speaks with Sesame Bankhall Group interim CEO John Cowan about his path to the industry
Best Practice | 7 Jun 23
European advisers are ‘confused’ over Mifid II suitability compliance
Some firms have reportedly been asking clients to sign off their own risk level
Best Practice | 6 Jun 23
Titan Wealth sets up internship programme
As part of the company’s ‘ambitious’ growth plans
Is financial advice too expensive – and just for the wealthy?
IA spoke with a number of firms to discuss cost, education, advice-guidance boundaries and value for money