Best Practice
Best Practice | 24 Apr 23
Are IFAs too fixated on clients in retirement rather than next gen?
It is ‘natural’ for advisers to focus on older customers
Best Practice | 21 Apr 23
Just 44% of Brits understand inflation impact on savings
As only 37% understand compound interest
Best Practice | 20 Apr 23
CII unveils five-year strategic plan
Professional body said it may expand its footprint globally
Private bank rolls out Asia wealth training programme
To help clients across the region
Best Practice | 18 Apr 23
IFA group sets up adviser academy
Firm wants the profession ‘to appeal to a wide audience’