Best Practice
Best Practice | 15 Feb 23
UK advice group suffers cyber attack
Company ‘will ensure that clients will not suffer financial loss’ if personal data held by the firm is misused
Best Practice | 9 Feb 23
PE-backed advice group partners with Rugby Players Association
To offer education and wealth services to all its members
Best Practice | 9 Feb 23
‘Dying books of business’ haunt advice firms without next gen clients
‘Most advisers look after a certain quantity of the population’
Best Practice | 9 Feb 23
SJP unveils responsible investment training programme
To help its advisers integrate best practices when dealing with clients
Best Practice | 8 Feb 23
Copia Capital unveils Consumer Duty toolkit for advisers
It teamed up with the Lang Cat to help firms implement the regulation