Best Practice
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
Best Practice | 8 Feb 23
FCA expects firms to make ‘fundamental changes’ for Consumer Duty
But it wants to work together with industry to ‘rebuild trust and confidence’
Menopause support for women lacking in financial services
Some feel this is caused by ageism and gender discrimination
Best Practice | 3 Feb 23
Why I became a financial adviser…
Ryan Jagt previously worked at McDonald’s before joining the industry