Best Practice
How to plan wealth transfers in uncertain times
Different legal systems around the world will impose own rules on how estate can be distributed on death
Best Practice | 8 Sep 20
Schroders and Lloyds joint venture unveils adviser academy
It will ‘address a national need to repopulate the wealth advice sector’
Alternatives | 1 Sep 20
Investment manager unveils ESG encyclopaedia for advisers
‘There is so much noise at the moment that it’s difficult to get a clear idea’
Best Practice | 26 Aug 20
Advice academy to roll out tax and law courses
Comprehensive training will ‘foster a new generation of advisers’
Best Practice | 24 Aug 20
CII bolsters Saudi Arabia adviser education programme
It is a ‘very significant development for the Middle East’s insurance and financial planning sectors’