Best Practice
Best Practice | 14 Mar 23
Six ways IFAs can improve financial education for clients
Teaching next generations is imperative to the future of the industry
Best Practice | 13 Mar 23
Modernising the lasting power of attorney process
Changes will be a ‘positive step’ towards improving the process of making and registering LPAs
Best Practice | 9 Mar 23
Former PFS CEO sets up financial services professional body
Keith Richards has joined forces with a number of industry veterans to help advice firms implement the Consumer Duty
Best Practice | 8 Mar 23
How can the wealth industry attract more women?
There is ‘heightened pressure’ on the sector to bring in female advisers and paraplanners
Best Practice | 7 Mar 23
Ex-Coutts portfolio manager sets up investment platform comparison site
It will be for DIY investors initially with plans to help advisers in the longer term