Best Practice
Best Practice | 27 Jun 18
Wealth managers ‘taking advantage’ of clients’ trust
Half of UK investors don’t know what they are being charged by their wealth manager, according to UK discretionary manager Netwealth.
Best Practice | 27 Jun 18
Experts unite to set up Pensions Advice Taskforce
The UK’s Personal Finance Society has formed a taskforce to help provide strategic leadership and a voluntary code of professional standards for pension advice.
Best Practice | 22 Jun 18
Guernsey court limits trustee tax error rule
The Guernsey Court of Appeal has made a key judgement on a rule that allows trustees to correct decisions they made on the basis that there were unintended consequences – often unforeseen taxes.
Best Practice | 20 Jun 18
Older investors ‘de-risking too early’
Too many older clients dial back their investment risk too soon, when they should be taking on opportunities, a survey has found.
Best Practice | 20 Jun 18
Adviser profitability thrives in a post-RDR world
The good times are rolling for UK financial advisers, at least, that is, according to the Financial Conduct Authority’s recent Data Bulletin.