Best Practice
South African regulator to revamp trustee e-learning platform
First set of modules will be launched in September 2023
Best Practice | 21 Aug 23
CII unveils training programmes for advice industry
Both schemes will begin in October
Best Practice | 21 Aug 23
Brooks Macdonald partners with Family Business United
Wealth manager will provide a range of services to 250 member companies and their employees
Best Practice | 17 Aug 23
How important is anti-money laundering compliance for advisers?
As the UK regulator steps up efforts to crackdown on financial crime
Best Practice | 17 Aug 23
Wealth manager partners with non-executive director network
To provide education and support on a range of areas including savings, investments and retirement planning