Best Practice
Best Practice | 23 May 22
Rathbones IFA subsidiary to move to restricted advice model
Almost a year after the wealth manager bought the business for £150m
Best Practice | 17 May 22
87% of young Brits lack financial education
Despite money management being part of the curriculum across most of the UK
Best Practice | 16 May 22
78% of Brits do not have a Lasting Power of Attorney
Number of people approaching later life without one ‘remains worryingly low’
HK trade body partners with CFA for ESG qualification
To set up a course designed to meet demand in the investment industry
Best Practice | 4 May 22
Pimfa rolls out wealthtech platform
In partnership with Morningstar to help wealth and advice firms to digitalise