Best Practice
Best Practice | 23 Nov 22
Advice firms told to ‘get creative’ to attract younger clients
As they prepare to future-proof their businesses
Best Practice | 18 Nov 22
Why I became a financial adviser – Gareth Blease of Holborn Financial
Gareth Blease was a professional golfer before joining Holborn Financial
Best Practice | 17 Nov 22
Most advisers rely on portfolio performance to evidence value
This fails to measure the planning and emotional support that clients get from IFAs
Best Practice | 16 Nov 22
Consumer Duty to force wealth firms to rethink business models
While white paper says the regulation will bring adviser-platform relationship closer
Best Practice | 11 Nov 22
Why I became a financial adviser…
Francois Louw was an international rugby player before joining Skybound