Best Practice

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

Europe

Best Practice | 10 Nov 22

Feifa chairman wants more clarity over fees in Europe advice market

David Vacani spoke with IA about his ambitions in newly appointed role at the professional body

Best Practice | 10 Nov 22

How should investors behave during market turbulence?

Instinct to sell is understandable, but it is important to remember that ‘investments rise and fall’