Best Practice
Best Practice | 6 Jul 23
Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
Best Practice | 5 Jul 23
Commission ban is ‘not the answer’ for Europe advice market
Board member of German trade body said it ‘would lead to a one-sided solution and limit the diversity of advisory models’
Best Practice | 3 Jul 23
Trade body tells advice firms not to be ‘Consumer Duty Zombies’
As it marks 28 days until the deadline to comply with the regulatory regime
Best Practice | 27 Jun 23
Emotional support is a key reason for clients hiring financial advisers
Report also found 32% approached IFAs to get them to help with specific financial needs
Best Practice | 22 Jun 23
UAE financial watchdog rolls out rulebook
It will be a ‘key reference’ for professionals involved in the sector