Best Practice
Best Practice | 3 Mar 23
What challenges do advice firms face with Consumer Duty?
Regulator is expecting companies to put their customers’ needs first – and be able to prove it
‘Historic day’ as Aussie advice bodies agree merger
Deal comes at a ‘critical time’ for the financial planning industry
Best Practice | 28 Feb 23
UK advisers to shun simplified ‘core advice’ model
‘Targeting more wealthy clients’ and ‘fees will be too low’ are main arguments against the FCA’s plans
Best Practice | 27 Feb 23
AIC launches course and certification for advisers
Accredited by the CII and CISI, it covers essential investment company topics
Best Practice | 24 Feb 23
Should financial services firms partner with sports clubs?
There could be commercial benefits for companies as well as the opportunity to educate players