Best Practice
Best Practice | 14 Jan 21
Why I became a financial adviser…
Mark Staton was a police officer before joining UK firm Elite Financial Planning Consultants
High net worth individuals fear lack of financial knowhow
Advisers ‘can play a critical role’ in a bid to help educate clients
Best Practice | 12 Jan 21
DeVere Group offers free ESG advice to clients
It aims to ‘position’ $1bn in environmental, social and governance investments in five years
Best Practice | 8 Jan 21
Why I became a financial adviser…
Nikki Pipping was previously in the events industry before joining UK firm Collective Financial Planning
CISI extends remote tests offering to all global candidates
Exams will be in English only with foreign language sessions planned for later in year