Best Practice
Best Practice | 26 Oct 21
How advice firms can prepare for long-term hybrid working
International Adviser spoke with Sandringham Financial Partners, M&G Wealth, Progeny, IWP, Quilter and Tenet to discuss how companies can be ready for the FCA’s evaluation of their remote working set up
Best Practice | 26 Oct 21
Dynamic Planner unveils ESG discussion guide
To help advisers understand clients’ sustainability preferences
Best Practice | 22 Oct 21
Adviser support group unveils tool to help small firms grow
They will have access to templates, a financial planner community and get software discounts
Best Practice | 18 Oct 21
Over 3,500 DB advice clients receive letter about compensation
Market is ‘particularly susceptible to consumer harm’ and improving it is ‘a key area of focus’ for FCA
Best Practice | 18 Oct 21
IFA company buys Yorkshire financial planning firm
Acquired business will become part of the group’s newly created remote advice arm