Latest news
Best Practice | 27 Sep 22
CISI and financial planning network roll out scholarship scheme
To support fresh talent joining the sector
UK financial adviser banned
He stole around £300,000 via a ‘dishonest and sophisticated scheme’
Best Practice | 26 Sep 22
Wealth managers and advisers miss out on intergenerational business
‘They should contact family members of clients who might value support after a major inheritance’
Fatca restrictions ‘neither proportionate, nor necessary’
EU report questions compatibility of US legislation with European data privacy provision
Pension industry hopeful after rumours of tax allowances review
‘These need an urgent overhaul, particularly at a time of rampant inflation’