Home / Best Practice

Best Practice Spotlight

Best Practice | News 12 Nov 18

Three-quarters of UK adults lack financial education

Quilter survey finds 98% of respondents believe finance should be taught at school

Best Practice | News 8 Nov 18

Australia to toughen standards for managers of financial advisers

The regulator to require managers to meet the same education levels as financial advisers

Best Practice | News 5 Nov 18

US financial watchdog charges adviser with fraud

The adviser, who accumulated $3.9m, has also pleaded guilty to criminal charges in a federal court

Best Practice | News 1 Nov 18

Most UK adviser firms set up to help vulnerable clients

Only a small amount of UK financial advisers are prepared to send vulnerable clients to specialists in the sector.

Best Practice | 30 Oct 18

Sipp providers must check offshore investments, UK rules

FCA warns Sipp providers to notify regulator of any financial strains due to claims from ruling

Calling all advisers who battle IHT complexity

Best Practice | 25 Oct 18

Advisers list three client barriers to trusts

New research by Quilter shows lack of client understanding as main limit to advisers’ recommendations

‘Safe sectors’ no longer safe, warns Pictet AM

Best Practice | 24 Oct 18

Annual drawdown review should consider de-risking with annuity

Retirement expert Billy Burrows suggests review should consider selling down bonds for older clients

Best Practice | 22 Oct 18

Annuity/equity mix may prove best retirement portfolio

Analysis suggests annuity/equity strategy will suit longer-lived better than bonds and equities

Gallery 22 Oct 18

Fund Links Forum 2018 in pictures

A collection of photos from International Adviser’s Fund Links Forum 2018 and its two award ceremonies

View more